Lance Burch, Cfp®
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Lance Burch, Cfp® Email & Phone Number

VP - Senior Financial Consultant at Charles Schwab
Location: Denver, Colorado, United States 10 work roles 2 schools
1 work email found @schwab.com 1 phone found area 303 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email l****@schwab.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
VP - Senior Financial Consultant
Location
Denver, Colorado, United States
Company size
20505 employees

Who is Lance Burch, Cfp®? Overview

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Quick answer

Lance Burch, Cfp® is listed as VP - Senior Financial Consultant at Charles Schwab, a with 20505 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 303, and a matched LinkedIn profile for Lance Burch, Cfp®.

Lance Burch, Cfp® previously worked as Managing Director - Integration Management Office (USAA Acqisition) & Financial Wellness at Charles Schwab and Managing Director - Competitive Intelligence at Charles Schwab. Lance Burch, Cfp® holds Master Of Business Administration (Mba), Business Administration And Management, General from Arizona State University, W. P. Carey School Of Business.

Company email context

Email format at Charles Schwab

This section adds company-level context without repeating Lance Burch, Cfp®'s masked contact details.

*@schwab.com
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AeroLeads found 1 current-domain work email signal for Lance Burch, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Lance Burch, Cfp®

Lance Burch, Cfp® is a VP - Senior Financial Consultant at Charles Schwab.

Current workplace

Lance Burch, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
VP - Senior Financial Consultant
san francisco, california, united states
Website
schwab.com
Employees
20505
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Company profile
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10 roles

Lance Burch, Cfp® work experience

A career timeline built from the work history available for this profile.

Vp - Senior Financial Consultant

Current
Charles Schwab

Greater Denver Area

Oct 2019 - Present

Managing Director - Integration Management Office (Usaa Acqisition) & Financial Wellness

Charles Schwab

Greater Denver Area

Dec 2018 - Oct 2019

Managing Director - Competitive Intelligence

Charles Schwab

Greater Denver Area

Mar 2016 - Dec 2018

Sr Manager- Product Manager/Marketing, Schwab Intelligent Portfolios

Charles Schwab

Lone Tree, Co

Oct 2014 - Feb 2016

Regional Manager, Portfolio Consulting, Schwab Private Client

Charles Schwab
May 2013 - Oct 2014

Portfolio Consultant, Schwab Private Client

Charles Schwab
Sep 2011 - May 2013

Signal Officer

U.S. Army
May 1996 - Jan 2001
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

SG Sri Ganesh Kollipara Sri Ganesh Kollipara Colleague at Charles SchwabGreater Chicago Area, United States View → LS Lin Sun Cfp® Chfc® Lin Sun Cfp® Chfc® Colleague at Charles SchwabSan Francisco Bay Area, United States View → BH Brian Hughes Brian Hughes Colleague at Charles SchwabUnited States View → AA Aaron Abbott Aaron Abbott Colleague at Charles SchwabCleburne, Texas, United States View → HT Hai Tucker Hai Tucker Colleague at Charles SchwabDenver, Colorado, United States View → KG Keith Glaspie Iii Keith Glaspie Iii Colleague at Charles SchwabUnited States View → MS Melissa Synowicki-Bruner Melissa Synowicki-Bruner Colleague at Charles SchwabOmaha, Nebraska, United States View → MY Melissa Yadao Melissa Yadao Colleague at Charles SchwabLas Vegas, Nevada, United States View → SJ Shweta J Shweta J Colleague at Charles SchwabDallas, Texas, United States View → AM Alexander Meissner Alexander Meissner Colleague at Charles SchwabOmaha, Nebraska, United States View →
2 education records

Lance Burch, Cfp® education

FAQ

Frequently asked questions about Lance Burch, Cfp®

Quick answers generated from the profile data available on this page.

What company does Lance Burch, Cfp® work for?

Lance Burch, Cfp® works for Charles Schwab.

What is Lance Burch, Cfp®'s role at Charles Schwab?

Lance Burch, Cfp® is listed as VP - Senior Financial Consultant at Charles Schwab.

What is Lance Burch, Cfp®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Lance Burch, Cfp® at Charles Schwab.

What is Lance Burch, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 303 for Lance Burch, Cfp® at Charles Schwab.

Where is Lance Burch, Cfp® based?

Lance Burch, Cfp® is based in Denver, Colorado, United States while working with Charles Schwab.

What companies has Lance Burch, Cfp® worked for?

Lance Burch, Cfp® has worked for Charles Schwab, Merrill Lynch, Intel Corporation, and U.S. Army.

Who are Lance Burch, Cfp®'s colleagues at Charles Schwab?

Lance Burch, Cfp®'s colleagues at Charles Schwab include Sri Ganesh Kollipara, Lin Sun Cfp® Chfc®, Brian Hughes, Aaron Abbott, and Hai Tucker.

How can I contact Lance Burch, Cfp®?

You can use AeroLeads to view verified contact signals for Lance Burch, Cfp® at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Lance Burch, Cfp® attend?

Lance Burch, Cfp® holds Master Of Business Administration (Mba), Business Administration And Management, General from Arizona State University, W. P. Carey School Of Business.

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