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    Edgar Cortez

    Estate Service Specialist at Charles Schwab

    Edgar Cortez is an Estate Specialist at Charles Schwab, where he focuses on providing comprehensive estate planning services. He holds a Master of Business Administration (MBA) and has recently attained his FINRA Series 65 License, which qualifies him to act as an investment advisor representative. Cortez is also pursuing his Certified Financial Planner (CFP) designation, indicating his commitment to enhancing his expertise in financial planning and advising clients effectively.12

    His professional background includes a strong emphasis on client relations and strategic financial planning, making him well-equipped to assist clients with their estate management needs. Cortez is active on LinkedIn, where he shares insights related to his work and professional development.2

    Highlights

    Carlos Cortez | Financial Consultant in TX - Charles Schwab

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    Edgar Cortez
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    Location

    Irving, Texas