Monica Bellner, CFP® in

Monica Bellner, CFP®

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Vice President, Sr. Wealth Consultant at Charles Schwab
📍 Austin, Texas Metropolitan Area, United States

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Experience
23 Years
Current Role
Vice President, Sr. Wealth Consultant
Job Level
Leadership
Location
Austin, Texas Metropolitan Area, United States
Personality Overview

How Monica 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 Monica cares about

Strategic Priorities
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Career

Work history

11-2024
Vice President, Sr. Wealth Consultant
Charles Schwab
10-2021 - 11-2024
Vice President, Financial Consultant
Charles Schwab
9-2020 - 10-2021
Investment Consultant, Investor Development
Charles Schwab
1-2018 - 9-2020
Senior Trading High Net Worth Specialist
Charles Schwab
2013 - 12-2017
Financial Adviser - College Financial Aid Specialist
Spectrum Financial, LLC
In the press

Media appearances

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Education
Education details unavailable
Indiana University Bloomington
Certified Financial Planner Curriculum
The American College of Financial Services
Education details unavailable
Yale University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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