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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.

    Related Questions

    What are Troy Klunk's main responsibilities as a Wealth Advisor at Charles Schwab?
    How long has Troy Klunk been working at Charles Schwab?
    What specific services does Troy Klunk offer to his clients?
    Can you provide examples of Troy Klunk's successful client cases?
    What certifications does Troy Klunk hold besides CFP® and AAMS®?