Thea Lewis, Cfp®, Cws® Email and Phone Number
Thea Lewis, Cfp®, Cws® work email
- Valid
Thea Lewis, Cfp®, Cws® personal email
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 949-432-3573 or email me at: thea.lewis@schwab.com.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Vp - Financial ConsultantCharles Schwab Aug 2017 - PresentWestlake, Texas, UsRepresentatives 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
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Thea Lewis, Cfp®, Cws® Skills
Thea Lewis, Cfp®, Cws® Education Details
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University Of Colorado BoulderGeneral -
The American College Of Financial ServicesCfp Curriculum
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Uc IrvineComputers In Graphic Design
Frequently Asked Questions about Thea Lewis, Cfp®, Cws®
What company does Thea Lewis, Cfp®, Cws® work for?
Thea Lewis, Cfp®, Cws® works for Charles Schwab
What is Thea Lewis, Cfp®, Cws®'s role at the current company?
Thea Lewis, Cfp®, Cws®'s current role is VP - Financial Consultant: Helping clients own their tomorrow.
What is Thea Lewis, Cfp®, Cws®'s email address?
Thea Lewis, Cfp®, Cws®'s email address is th****@****wab.com
What schools did Thea Lewis, Cfp®, Cws® attend?
Thea Lewis, Cfp®, Cws® attended University Of Colorado Boulder, The American College Of Financial Services, Uc Irvine.
What skills is Thea Lewis, Cfp®, Cws® known for?
Thea Lewis, Cfp®, Cws® has skills like Executive Compensation Planning, 401k Rollovers, Charitable Giving, Investments, Asset Allocation, Wealth Management, College Planning.
Who are Thea Lewis, Cfp®, Cws®'s colleagues?
Thea Lewis, Cfp®, Cws®'s colleagues are John Blest, Cfp®, Lauren W., Adam Heatley, Kathy Schultz, Lauren Goeddel, Alexis Holman, Ian Stuart, Cfa®, Cfp®.
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