Andrew McClain, CFP® in

Andrew McClain, CFP®

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VP - Financial Consultant at Charles Schwab
📍 Atlanta, Georgia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
19 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Atlanta, Georgia, United States
Personality Overview

How Andrew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Andrew cares about

Strategic Priorities
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Career

Work history

5-2020
VP - Financial Consultant
Charles Schwab
5-2015 - 5-2020
Senior Wealth Manager
USAA
8-2012 - 5-2015
Wealth Manager
USAA
4-2010 - 8-2012
Financial Advisor
USAA
6-2008 - 4-2010
Financial Advisor
Ameriprise Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
BA
Haverford College
2010 - 2011
CFP(R) Mentor Professional Education Program
College for Financial Planning
1998 - 1999
Economics
The London School of Economics and Political Science (LSE)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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