Robert B.

Role
Senior Financial Planner at Charles Schwab
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert B.

Experienced Financial Consultant with a demonstrated history of working in the financial…

Experience

  1. Senior Financial Planner

    Charles Schwab

    Sep 2025 — Present

Education

  • Baker University

    Bachelor of Business Administration (BBA)

    2010 — 2011

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Robert B. — Senior Financial Planner at Charles Schwab in Dallas-Fort Worth, TX, US | Unifers