Brian Cfp

Brian Cfp

Planning Consultant at Charles Schwab | North Port, Florida, United States

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Work Experience

Charles Schwab

VP Financial Consultant

2019-01-01 — Present

Charles Schwab

Associate Portfolio Consultant

2016-01-01 — 2018-12-01

Charles Schwab

Affluent Client Consultant

2014-09-01 — 2015-12-01

Dale Insurance

Agent

2010-05-01 — 2012-01-01

Happy Homes LLC

Member/Manager

2001-02-01 — 2013-03-01

MetLife

Financial Services Representative

2000-01-01 — 2001-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English