Bryan Uwaechia, CFP® in

Bryan Uwaechia, CFP®

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VP - Senior Wealth Consultant at Charles Schwab
📍 Los Angeles, California, 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
9 Years
Current Role
VP - Senior Wealth Consultant
Job Level
Leadership
Location
Los Angeles, California, United States
Personality Overview

How Bryan 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 Bryan cares about

Strategic Priorities
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Career

Work history

10-2024
VP - Senior Wealth Consultant
Charles Schwab
10-2020 - 10-2024
VP - Financial Consultant
Charles Schwab
12-2019 - 6-2024
Senior Financial Consultant
TD Ameritrade
3-2018 - 12-2019
Financial Consultant
TD Ameritrade
6-2017 - 3-2018
Financial Consultant Development Academy
TD Ameritrade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2020
Certificate in Financial Planning
Pepperdine University
Bachelor of Science - BS
University of Maine
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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