Verified recordFinancial Services

Roy Chavez

Financial Services Consultant at Charles Schwab

Based in Phoenix, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Phoenix

Industry

Financial Services

Company size

34K

Contact information

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Email

1 credit

r•••••••@schwab.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Roy Chavez

Experienced and passionate investment professional with over 23 years of industry experience in helping individuals reach their long term financial goals. Our clients have been challenged before, many times …and will be challenged again. The 2 main pillars to prevail and achieve financial independence are: 1. Having a customized financial plan and 2. Having the Discipline to stick to your plan. P(planning)+ I(implementation)+ D(discipline)+ R (results)= Reaching your financial goals!

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