Dominic Filicicchia
Director- Wealth Management Coaching & Consulting @Charles Schwab
Phoenix, AZ, US
EMAILS
d••••••••@schwab.com
MOBILE NUMBERS
+16•••••••91
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WORK HISTORY
Feb 2025 — Present
Director- Wealth Management Coaching & Consulting @Charles Schwab
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Phoenix, AZ, US
EDUCATION
2006 — 2009
Arizona State University
Bachelor’s Degree, Global Business Management and Leadership
SKILLS
Life & Health Insurance LicensesCollege PlanningAsset AllocationMutual FundsSeries 63Series 66Titling and Beneficiary DesignationsFinanceSeries 7LeadershipAccredited Asset Management SpecialistCharitable GivingStrategySecuritiesWealth ManagementFinancial AnalysisSmall Business Retirement PlansInvestmentsExecutive Compensation PlanningTrading Platform Specialist
ABOUT DOMINIC FILICICCHIA
Director- Wealth Management Coaching & Consulting; Workplace & Centralized Solutions, International, & Specialized Teams
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