Wesley Bauer | VP - Financial Consultant
Wesley Bauer, CFP®
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2015-present

(0216-CMZL)

Branch Details
975 Oak St,Suite 150
Eugene,OR 97401-2727
541-684-3040