Joel Cortese
Financial Consultant Financial Solutions Branch @Charles Schwab
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WORK HISTORY
Financial Consultant Financial Solutions Branch @Charles Schwab
EDUCATION
Grand Canyon University
Bachelor's degree, Finance and Economics
ABOUT JOEL CORTESE
As a Financial Consultant at Charles Schwab, I help individuals and families create clear, personalized strategies to grow and protect their wealth.Since joining Schwab in 2022, I’ve advanced through service, trading, and investment roles—earning licenses including the Series 7, 63, 66, 3, and 34. I’ve completed the education requirement for the CFP® certification and am preparing for the exam.My approach blends market insight with a deep commitment to client relationships. Whether you\'re planning for retirement, managing investments, or just getting started, I’m here to provide straightforward, objective guidance that puts your goals first.
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