Amanda Perkins
VP - Financial Consultant
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Amanda Perkins
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 more And 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 51••••••00 or email me at: A••••••••@schwab.com.
Experience
VP - Financial Consultant
Jun 2015 — Present · Cincinnati, OH, US
Education
California State University, Chico
B.S., Business Administration, Spanish
2004 — 2009
Skills
- 401k Rollovers
- Asset Allocation
- Mutual Funds
- Banking and Credit Management
- Investments
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