Scott Martinez's Location
San Ramon, CA, US
Scott Martinez's Work
- Sr. VP – Financial Consultant @ Charles Schwab
- Regional Banking Private Banker @ Wells Fargo
- Financial Specialist @ Wachovia Securities Financial Network
- Account Executive @ Accredited Home Lenders
Scott Martinez's Education
- Saint Mary's College of California
Bachelor of Science (Business/Managerial Economics)
2001 - 2005
Scott Martinez's Skills
- Series 63
- Titling and Beneficiary Designations
- Banking and Credit Management
- Small Business Retirement Plans
- Charitable Giving
- College Planning
- Executive Compensation Planning
- Asset Allocation
- Investments
- 401k Rollovers
Scott Martinez's Summary
Scott Martinez, based in San Ramon, CA, US, is currently a Sr. VP – Financial Consultant at Charles Schwab, bringing experience from previous roles at Wells Fargo Advisors, Wachovia Securities Financial Network and Accredited Home Lenders. Scott Martinez holds a 2001 - 2005 Bachelor of Science in Business/Managerial Economics @ Saint Mary's College of California. With a robust skill set that includes Series 63, Titling and Beneficiary Designations, Banking and Credit Management, Small Business Retirement Plans, Charitable Giving and more, Scott Martinez contributes valuable insights to the industry. Scott Martinez has 1 email and 1 mobile phone number on RocketReach.
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