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Troy Klunk, CFP® AAMS®
Wealth Advisor at Charles Schwab
Troy Klunk, CFP® AAMS® is a Wealth Advisor at Charles Schwab based in the Greater Phoenix Area.1 He holds the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®) designations, indicating expertise in financial planning and asset management.1 Troy is well-connected in his professional network, with over 500 connections on LinkedIn.1 His educational background includes studying at the University of Phoenix.1
According to FINRA BrokerCheck, Troy Michael Klunk is registered as a broker with Charles Schwab & Co., Inc., operating from their office at 8040 South 48th Street in Phoenix, Arizona.2 This aligns with the information from his LinkedIn profile, confirming his role at Charles Schwab.
As a Wealth Advisor, Troy likely provides financial planning and investment management services to clients, leveraging his professional certifications and experience in the financial industry.
