Marc Vera, Cfp® Email & Phone Number
@schwab.com
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Who is Marc Vera, Cfp®? Overview
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Marc Vera, Cfp® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab, a company with 20505 employees, based in Santa Rosa, California, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Marc Vera, Cfp®.
Marc Vera, Cfp® previously worked as VP – Sr. Financial Consultant at Charles Schwab. Marc Vera, Cfp® holds Bachelors, American Studies from University Of California, Berkeley.
Email format at Charles Schwab
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AeroLeads found 1 current-domain work email signal for Marc Vera, Cfp®. Compare company email patterns before reaching out.
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.
Listed skills include Asset Allocation, Investments, Charitable Giving, College Planning, and 2 others.
Marc Vera, Cfp®'s current company
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Marc Vera, Cfp® work experience
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Vp – Sr. Financial ConsultantRepresentatives 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
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
Marjorie Padilla
Colleague at Charles SchwabJersey City, New Jersey, United States, United States
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Steve Knapp
Colleague at Charles SchwabFort Collins, Colorado, United States, United States
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Marc Taylor
Colleague at Charles SchwabLexington, Kentucky, United States, United States
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Megan Farrelly
Colleague at Charles SchwabFort Worth, Texas, United States, United States
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Caeden Webster
Colleague at Charles SchwabGretna, Nebraska, United States, United States
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Eva Chapman
Colleague at Charles SchwabGreater Chicago Area, United States
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Monika Patel
Colleague at Charles SchwabGreater Orlando, United States, United States
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Zane Eperjesi
Colleague at Charles SchwabFort Worth, Texas, United States, United States
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Sal Di Benedetto
Colleague at Charles SchwabSan Diego Metropolitan Area, United States
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Jerrilyn Richards
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
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Marc Vera, Cfp® education
Frequently asked questions about Marc Vera, Cfp®
Quick answers generated from the profile data available on this page.
What company does Marc Vera, Cfp® work for?
Marc Vera, Cfp® works for Charles Schwab.
What is Marc Vera, Cfp®'s role at Charles Schwab?
Marc Vera, Cfp® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab.
What is Marc Vera, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Marc Vera, Cfp® at Charles Schwab.
Where is Marc Vera, Cfp® based?
Marc Vera, Cfp® is based in Santa Rosa, California, United States while working with Charles Schwab.
What companies has Marc Vera, Cfp® worked for?
Marc Vera, Cfp® has worked for Charles Schwab.
Who are Marc Vera, Cfp®'s colleagues at Charles Schwab?
Marc Vera, Cfp®'s colleagues at Charles Schwab include Marjorie Padilla, Steve Knapp, Marc Taylor, Megan Farrelly, and Caeden Webster.
How can I contact Marc Vera, Cfp®?
You can use AeroLeads to view verified contact signals for Marc Vera, Cfp® at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Marc Vera, Cfp® attend?
Marc Vera, Cfp® holds Bachelors, American Studies from University Of California, Berkeley.
What skills is Marc Vera, Cfp® known for?
Marc Vera, Cfp® is listed with skills including Asset Allocation, Investments, Charitable Giving, College Planning, Small Business Retirement Plans, and Wealth Management.
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