Andrew McClain Email & Phone Number
VP - Sr. Financial Consultant @ Charles Schwab
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Andrew McClain Location
- Atlanta, GA, US
Andrew McClain Work
- 2026 -now VP - Sr. Financial Consultant @
- 2020 -2026 VP - Financial Consultant @
- 2015 -2020 Senior Wealth Manager @
- 2012 -2015 Wealth Manager @
- 2010 -2012 Financial Advisor @
- 2008 -2010 Financial Advisor @
- 2006 -2008 Financial Advisor @
Andrew McClain Education
- College for Financial Planning
CFP(R) Mentor Professional Education Program (CFP(R) Mentor Professional Education Program)
2010-2011 - Haverford College
BA (Economics)
1996-2000 - The London School of Economics and Political Science (LSE)
Economics (General Course Study Abroad Program)
1998-1999
Andrew McClain Skills
- Charitable Giving
- 401K Rollovers
- Planning for Retirement
- Investment Planning
- Wealth Management
- Small Business Retirement Plans
- Titling and Beneficiary Designations
- Executive Compensation Planning
Andrew McClain Summary
- Andrew McClain, based in Atlanta, GA, US, is currently a VP - Sr. Financial Consultant at Charles Schwab. Andrew McClain brings experience from previous roles at Charles Schwab and USAA. Andrew McClain holds a 2010 - 2011 CFP(R) Mentor Professional Education Program in CFP(R) Mentor Professional Education Program @ College for Financial Planning. With a robust skill set that includes Charitable Giving, 401K Rollovers, Planning for Retirement, Investment Planning, Wealth Management and more. Andrew McClain has 4 emails and 3 mobile phone numbers on RocketReach.
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