Blake Watts

VP - Financial Consultant @ Charles Schwab

Role
VP - Financial Consultant at Charles Schwab
Location
Santa Rosa, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Blake Watts

Financial consultant with 20+ years of experience in financial services, FinTech, and telecom. I help individuals and families make confident financial decisions… whether planning for retirement, managing investments, or navigating major life changes. My background in strategy and data-driven planning enables me to offer clear, tailored advice grounded in both experience and insight.

Experience

  1. VP - Financial Consultant

    Charles Schwab

    Jul 2025 — Present · Santa Rosa, CA, US

Education

  • Santa Rosa Junior College

    Business Administration

    2000

  • Santa Rosa Junior College

    Career Certificate, Fire Technology

    2007

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Blake Watts — VP - Financial Consultant at Charles Schwab in Santa Rosa, CA, US | Unifers