Rod Irizarry
Sr. Specialist at Schwab & Co.
- Role
- Sr Specialist in Schwab Wealth Advisory at Charles Schwab
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Experience
Sr Specialist in Schwab Wealth Advisory
Jul 2025 — Present · Orlando, FL, US
Education
College for Financial Planning
Master of Science - MS
2024
Universidad Interamericana de Puerto Rico
Bachelor of Arts - BA
2000 — 2005
Skills
- Investment Management
- Variable Annuities
- Wealth Management Services
- Financial Planners
- Financial Reporting
- 401k
- Wealth Accumulation
- Life Insurance
- Finance
- High Net Worth Individuals
- Accounting
- Series 63
- Fixed Annuities
- Stocks
- Long Term Care Insurance
- Swaps
- Wealth
- Financial Advisory
- Personal Financial Planning
- Financial Goals
- Financial Analysis
- Wealth Management
- 529 Plans
- Alternative Investments
- Separately Managed Accounts
- Options
- Series 6
- Series 24
- Securities
- Estate Planning
- Retirement
- Bonds
- Strategic Financial Planning
- Equities
- Asset Allocation
- Mutual Funds
- Microsoft Excel
- Etfs
- Financial Planning
- Retirement Planning
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