AeroLeads people directory · profile

Mark Kizer, Cfp®, Cws® Email & Phone Number

VP - Senior Financial Consultant: Helping clients own their tomorrow at Charles Schwab
Location: Paradise Valley, Arizona, United States 6 work roles 4 schools
1 work email found @schwab.com 1 phone found area 602 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@schwab.com
Direct phone (602) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
VP - Senior Financial Consultant: Helping clients own their tomorrow
Location
Paradise Valley, Arizona, United States

Who is Mark Kizer, Cfp®, Cws®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mark Kizer, Cfp®, Cws® is listed as VP - Senior Financial Consultant: Helping clients own their tomorrow at Charles Schwab, based in Paradise Valley, Arizona, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 602, and a matched LinkedIn profile for Mark Kizer, Cfp®, Cws®.

Mark Kizer, Cfp®, Cws® previously worked as VP - Senior Financial Consultant at Charles Schwab and Financial Consultant at Charles Schwab. Mark Kizer, Cfp®, Cws® holds Bachelor Of Science, Actuarial Science from The Ohio State University.

Company email context

Email format at Charles Schwab

This section adds company-level context without repeating Mark Kizer, Cfp®, Cws®'s masked contact details.

*@schwab.com
71% confidence

AeroLeads found 1 current-domain work email signal for Mark Kizer, Cfp®, Cws®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Mark Kizer, Cfp®, Cws®

As a Schwab 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 480-675-5967 or email me at: Mark.Kizer@schwab.com.

Listed skills include Executive Compensation Planning, Titling And Beneficiary Designations, Charitable Giving, and Investments.

Current workplace

Mark Kizer, Cfp®, Cws®'s current company

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

Charles Schwab
Charles Schwab
VP - Senior Financial Consultant: Helping clients own their tomorrow
San Francisco
Website
schwab.com
AeroLeads page
Company profile
View company profile Email format
6 roles · 29 years

Mark Kizer, Cfp®, Cws® work experience

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

Vp - Senior Financial Consultant

Current
Charles Schwab

Westlake, Texas, Us

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

Sep 2012 - Present

Financial Consultant

Charles Schwab

Westlake, Texas, Us

Oct 2006 - Sep 2012

Internal Sales Desk Manager / Regional Wholesaler

Fifth Third Bank

Cincinnati, Ohio, Us

2001 - 2005 ~4 yrs

Financial Planner

Budros, Ruhlin & Roe, Inc.
1998 - 2001 ~3 yrs

Actuarial Analyst

The Jacob Company
Dec 1997 - 1998
Team & coworkers

Colleagues at Charles Schwab

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

MK Moshe Kahan Moshe Kahan Colleague at Charles SchwabValley Stream, New York, United States View → SA Shaylene Anderson Shaylene Anderson Colleague at Charles SchwabLittleton, Colorado, United States View → NV Nick Valdez Nick Valdez Colleague at Charles SchwabColorado Springs, Colorado, United States View → RD Robert Dilaura Robert Dilaura Colleague at Charles SchwabCastle Rock, Colorado, United States View → CJ Chris Juele Chris Juele Colleague at Charles SchwabWaxahachie, Texas, United States View → DK Doug Knudsen Doug Knudsen Colleague at Charles SchwabApopka, Florida, United States View → RG Rajeswari Gundu Rajeswari Gundu Colleague at Charles SchwabSchaumburg, Illinois, United States View → BR Brian Rabbito, Aams Brian Rabbito, Aams Colleague at Charles SchwabMiami, Florida, United States View → PK Peter Knezevich Ii, Cfp® Peter Knezevich Ii, Cfp® Colleague at Charles SchwabTampa, Florida, United States View → NW Nicole West, Cfp® Nicole West, Cfp® Colleague at Charles SchwabNashville Metropolitan Area, United States View →
4 education records

Mark Kizer, Cfp®, Cws® education

Bachelor Of Science, Actuarial Science

The Ohio State University

Mathmatics

University Of Arizona

Avionics

Us Airforce

Mechanical Engineering

University Of Cincinnati
FAQ

Frequently asked questions about Mark Kizer, Cfp®, Cws®

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

What company does Mark Kizer, Cfp®, Cws® work for?

Mark Kizer, Cfp®, Cws® works for Charles Schwab.

What is Mark Kizer, Cfp®, Cws®'s role at Charles Schwab?

Mark Kizer, Cfp®, Cws® is listed as VP - Senior Financial Consultant: Helping clients own their tomorrow at Charles Schwab.

What is Mark Kizer, Cfp®, Cws®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Mark Kizer, Cfp®, Cws® at Charles Schwab.

What is Mark Kizer, Cfp®, Cws®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 602 for Mark Kizer, Cfp®, Cws® at Charles Schwab.

Where is Mark Kizer, Cfp®, Cws® based?

Mark Kizer, Cfp®, Cws® is based in Paradise Valley, Arizona, United States while working with Charles Schwab.

What companies has Mark Kizer, Cfp®, Cws® worked for?

Mark Kizer, Cfp®, Cws® has worked for Charles Schwab, Fifth Third Bank, Budros, Ruhlin & Roe, Inc., The Jacob Company, and United States Air Force.

Who are Mark Kizer, Cfp®, Cws®'s colleagues at Charles Schwab?

Mark Kizer, Cfp®, Cws®'s colleagues at Charles Schwab include Moshe Kahan, Shaylene Anderson, Nick Valdez, Robert Dilaura, and Chris Juele.

How can I contact Mark Kizer, Cfp®, Cws®?

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

What schools did Mark Kizer, Cfp®, Cws® attend?

Mark Kizer, Cfp®, Cws® holds Bachelor Of Science, Actuarial Science from The Ohio State University.

What skills is Mark Kizer, Cfp®, Cws® known for?

Mark Kizer, Cfp®, Cws® is listed with skills including Executive Compensation Planning, Titling And Beneficiary Designations, Charitable Giving, and Investments.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.