Marc Vera, Cfp®

Marc Vera, Cfp® Email and Phone Number

VP – Sr. Financial Consultant: Helping clients own their tomorrow @ Charles Schwab
san francisco, california, united states
Marc Vera, Cfp®'s Location
Santa Rosa, California, United States, United States
Marc Vera, Cfp®'s Contact Details

Marc Vera, Cfp® work email

Marc Vera, Cfp® personal email

n/a
About Marc Vera, Cfp®

As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 707-569-7812 or email me at: marc.vera@schwab.com.

Marc Vera, Cfp®'s Current Company Details
Charles Schwab

Charles Schwab

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VP – Sr. Financial Consultant: Helping clients own their tomorrow
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Marc Vera, Cfp® Work Experience Details
  • Charles Schwab
    Vp – Sr. Financial Consultant
    Charles Schwab Sep 2012 - Present
    Santa Rosa, Ca
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Marc Vera, Cfp® Skills

Asset Allocation Investments Charitable Giving College Planning Small Business Retirement Plans Wealth Management

Marc Vera, Cfp® Education Details

Frequently Asked Questions about Marc Vera, Cfp®

What company does Marc Vera, Cfp® work for?

Marc Vera, Cfp® works for Charles Schwab

What is Marc Vera, Cfp®'s role at the current company?

Marc Vera, Cfp®'s current role is VP – Sr. Financial Consultant: Helping clients own their tomorrow.

What is Marc Vera, Cfp®'s email address?

Marc Vera, Cfp®'s email address is ma****@****wab.com

What schools did Marc Vera, Cfp® attend?

Marc Vera, Cfp® attended University Of California, Berkeley.

What skills is Marc Vera, Cfp® known for?

Marc Vera, Cfp® has skills like Asset Allocation, Investments, Charitable Giving, College Planning, Small Business Retirement Plans, Wealth Management.

Who are Marc Vera, Cfp®'s colleagues?

Marc Vera, Cfp®'s colleagues are Aishwarya Kovver, Joseph Maisonet, Jeffrey Brown, Cfa, Ralph Mazzarella, William Barrow, Cfp®️, Liza Schklar, Katie Kleiner.

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