John Pettee's Location
Phoenix, AZ, US
John Pettee's Work
- Senior Wealth Strategist @ Charles Schwab
- Wealth Strategist @ Charles Schwab
- Lead Financial Planner @ USAA
- Retirement Advisor @ Vanguard
John Pettee's Education
- Arizona State University
Communications
1995 - 1995
John Pettee's Skills
- Retirement
- Retirement Planning
- Estate Planning
- High Net Worth Individuals
- Wealth Management
- Wealth
- Trust Services
- Financial Planning
- Asset Allocation
- Investment Advisory
John Pettee's Summary
John Pettee, based in Phoenix, AZ, US, is currently a Senior Wealth Strategist at Charles Schwab, bringing experience from previous roles at Charles Schwab, USAA and Vanguard. John Pettee holds a 1995 - 1995 Communications @ Arizona State University. With a robust skill set that includes Retirement, Retirement Planning, Estate Planning, High Net Worth Individuals, Wealth Management and more, John Pettee contributes valuable insights to the industry. John Pettee has 2 emails and 1 mobile phone number on RocketReach.
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