Celia Martel | VP - Financial Consultant
Celia Martel, CFP®, CRPC®
VP - Financial Consultant

Financial Credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, Wealth Advisor, Facilitator of Learning and Delivery, Financial Advisor, USAA, 2008-2020
  • Bus. Development Director, 1st Global, 2006-2008
  • Financial Advisor, Ameriprise/American Express Financial Advisors, 2004-2006
  • Region Dir. Financial Planning, Financial Planning Consultant, American Express Financial Advisors, 1999-2004
  • Sr. Paraplanner, Paraplanner, American Express Fin Advisors, 1997-1999

Education

  • Masters of Education, Education, Wright State University
  • Bachelor of Arts, Business Administration, English, Flagler College

Community & Professional Affiliations

  • Financial Planning Association, Member, 2019+

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

(0216-CMZL)

Branch Details
19100 Ridgewood Pkwy,10th Floor
San Antonio,TX 78259
800-435-4000