Bernardo Chavez Email & Phone Number
Wealth Manager
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Bernardo Chavez Location
- San Diego, CA, US
Bernardo Chavez Work
- Wealth Manager @ Stoic Technologies Ventures, LLC. (September 2024 - Present)
- Senior Wealth Advisor @ (April 2024 - August 2024)
- Consultant @ Stoic Technologies (September 2024 - Present)
- VP - Financial Consultant @ (January 2020 - January 2024)
- Associate Financial Consultant @ (November 2017 - January 2020)
- Financial Services Professional @ (February 2016 - November 2017)
- Relationship Banker @ (January 2015 - January 2016)
- Consumer Loan Underwriter II @ (June 2012 - December 2014)
- Quality Assurance Analyst @ (February 2011 - June 2012)
- Personal Banker @ (March 2010 - February 2011)
- Credit Manager @ (December 2008 - March 2010)
Bernardo Chavez Education
- University of California, San Diego - Rady School of Management
Executive MBA (Finance)
2024-2026 - DePaul Driehaus College of Business
Financial Planning Certificate Program
2018-2019 - The University of Texas at El Paso
Bachelor of Science (B.S.) (Finance)
2006-2010
Bernardo Chavez Skills
- Analytical Skills
- Investment Strategies
- Retirement Planning
- Business Development
- Leadership
- Financial Planning
- Financial Analysis
- Wealth Management Services
- Wealth Management
- Investments
- Asset Allocation
- Strategy
- Financial Services
- Portfolio Management
- Financial Advisory
- Behavioral Finance
- StreetSmart Edge
Bernardo Chavez Summary
- Bernardo Chavez, based in San Diego, CA, US, is currently a Wealth Manager at Stoic Technologies Ventures, LLC.. Bernardo Chavez brings experience from previous roles at Financial Sense® Wealth Management, Stoic Technologies and Charles Schwab. Bernardo Chavez holds a 2024 - 2026 Executive MBA in Finance @ University of California, San Diego - Rady School of Management. With a robust skill set that includes Analytical Skills, Investment Strategies, Retirement Planning, Business Development, Leadership and more. Bernardo Chavez has 1 emails on RocketReach.
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