Nathan Lugo, CFP®, CEP
VP - Senior Wealth Consultant at Charles Schwab
📍 Los Angeles, California, United States
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Experience
10 Years
Current Role
VP - Senior Wealth Consultant
Job Level
Leadership
Location
Los Angeles, California, United States
Personality Overview
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Priorities
Topics Nathan cares about
Strategic Priorities
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Career
Work history
9-2024
VP - Senior Wealth Consultant
Charles Schwab
3-2023 - 9-2024
VP – Corporate Financial Consultant
Charles Schwab
6-2022 - 3-2023
Vice President Financial Consultant
Charles Schwab
6-2019 - 6-2022
Financial Consultant
Fidelity Investments
5-2017 - 4-2019
Investment Consultant
Fidelity Investments
In the press
Media appearances
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Education
2016 - 2017
Personal Financial Planning Certificate
UCLA Extension
2012 - 2014
Bachelor of Business Administration (B.B.A.)
California State University, Los Angeles - College of Business and Economics
2010 - 2012
Associate of Science (A.S.)
Santa Monica College
Social presence
Other Charles Schwab Employees
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