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Paul Roberts Cfp®,Clu®, Mba Email & Phone Number

VP Senior Financial Consultant at Charles Schwab
Location: Phoenix, Arizona, United States 8 work roles 2 schools
1 work email found @schwab.com 4 phones found area 719, 928, and 303 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 4 phones

Work email p****@schwab.com
Direct phone (719) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
VP Senior Financial Consultant
Location
Phoenix, Arizona, United States
Company size
33019 employees

Who is Paul Roberts Cfp®,Clu®, Mba? Overview

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Quick answer

Paul Roberts Cfp®,Clu®, Mba is listed as VP Senior Financial Consultant at Charles Schwab, a company with 33019 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 719, 928, 303, and a matched LinkedIn profile for Paul Roberts Cfp®,Clu®, Mba.

Paul Roberts Cfp®,Clu®, Mba previously worked as VP Financial Consultant, Senior Client Relationship Advisor at Charles Schwab and Captain Human Resource Officer at Us Army. Paul Roberts Cfp®,Clu®, Mba holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Webster University.

Company email context

Email format at Charles Schwab

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*@schwab.com
71% confidence

AeroLeads found 1 current-domain work email signal for Paul Roberts Cfp®,Clu®, Mba. Compare company email patterns before reaching out.

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Profile bio

About Paul Roberts Cfp®,Clu®, Mba

As a Schwab Financial Consultant, Senior Client Relationship Advisor, it’s my job to help you create a better financial life. As an active service member, it’s my passion to help military members and their families navigate the unique aspects of financial planning. I am committed to providing guidance specific 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• Retirement planning• 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.To start the conversation, call me at 800-966-5519 or email me at: paul.roberts@schwab.com.

Current workplace

Paul Roberts Cfp®,Clu®, Mba's current company

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

Charles Schwab
Charles Schwab
VP Senior Financial Consultant
Phoenix, AZ, US
Website
schwab.com
Employees
33019
AeroLeads page
Company profile
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8 roles · 20 years

Paul Roberts Cfp®,Clu®, Mba work experience

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

Vp Financial Consultant, Senior Client Relationship Advisor

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.
  • NO BANK GUARANTEE
  • MAY LOSE VALUE
May 2020 - Present

Captain Human Resource Officer

Current
Us Army

Arlington, Virginia, US

Enlisted in 2006 as a 37F Psychological Operations Specialist. Deployed to Iraq in 2008-2009 and promoted to Sergeant. After returning home I direct commissioned in 2010. Since commissioning I have held the positions of Company Commander (Drill Sergeant Company), Executive Officer, and Battalion S1 (Human Resources/Personnel Officer)

2006 - Present ~20 yrs 4 mos

Senior Wealth Manager

Usaa

San Antonio, Texas, US

Jul 2017 - May 2020

Wealth Manager

Usaa

San Antonio, Texas, US

May 2014 - May 2020

Senior Financial Advisor

Usaa

San Antonio, Texas, US

May 2011 - May 2014
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

YZ Yan Zheng Yan Zheng Colleague at Charles Schwab Chicago, Illinois, United States, United States View → RD Robert Dilaura Robert Dilaura Colleague at Charles Schwab Castle Rock, Colorado, United States, United States View → SL Sean Larkins Sean Larkins Colleague at Charles Schwab Bloomington, Indiana, United States, United States View → SH Scott Haley Scott Haley Colleague at Charles Schwab Englewood, Colorado, United States, United States View → NS Nicholas Santaularia Nicholas Santaularia Colleague at Charles Schwab Denver, Colorado, United States, United States View → AV Adrian Valles Adrian Valles Colleague at Charles Schwab Dallas, Texas, United States, United States View → BL Brooke Lederer Brooke Lederer Colleague at Charles Schwab Dallas-Fort Worth Metroplex, United States View → RM Rohit M Rohit M Colleague at Charles Schwab Overland Park, Kansas, United States, United States View → EB Edo Budiarso Edo Budiarso Colleague at Charles Schwab Hayward, California, United States, United States View → MW Mark Watson Mark Watson Colleague at Charles Schwab Greater Phoenix Area, United States View →
2 education records

Paul Roberts Cfp®,Clu®, Mba education

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Webster University

Bachelor’S Degree, Business Administration

University Of Phoenix
FAQ

Frequently asked questions about Paul Roberts Cfp®,Clu®, Mba

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

What company does Paul Roberts Cfp®,Clu®, Mba work for?

Paul Roberts Cfp®,Clu®, Mba works for Charles Schwab.

What is Paul Roberts Cfp®,Clu®, Mba's role at Charles Schwab?

Paul Roberts Cfp®,Clu®, Mba is listed as VP Senior Financial Consultant at Charles Schwab.

What is Paul Roberts Cfp®,Clu®, Mba's email address?

AeroLeads has found 1 work email signal at @schwab.com for Paul Roberts Cfp®,Clu®, Mba at Charles Schwab.

What is Paul Roberts Cfp®,Clu®, Mba's phone number?

AeroLeads has found 4 phone signal(s) with area code 719, 928, 303 for Paul Roberts Cfp®,Clu®, Mba at Charles Schwab.

Where is Paul Roberts Cfp®,Clu®, Mba based?

Paul Roberts Cfp®,Clu®, Mba is based in Phoenix, Arizona, United States while working with Charles Schwab.

What companies has Paul Roberts Cfp®,Clu®, Mba worked for?

Paul Roberts Cfp®,Clu®, Mba has worked for Charles Schwab, Us Army, Usaa, Office Of The Comptroller Of The Currency, and Wells Fargo Advisors.

Who are Paul Roberts Cfp®,Clu®, Mba's colleagues at Charles Schwab?

Paul Roberts Cfp®,Clu®, Mba's colleagues at Charles Schwab include Yan Zheng, Robert Dilaura, Sean Larkins, Scott Haley, and Nicholas Santaularia.

How can I contact Paul Roberts Cfp®,Clu®, Mba?

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

What schools did Paul Roberts Cfp®,Clu®, Mba attend?

Paul Roberts Cfp®,Clu®, Mba holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Webster University.

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