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Francisco C

Series 66

Corpus Christi, TX

Charles Schwab

Francisco Cantu is a financial advisor with Charles Schwab, holding a Series 66 designation and over 10 years of industry experience. He has worked at Charles Schwab since 2014, with prior roles at Charles Schwab Trust Bank, Charles Schwab Bank, SSB, optionsXpress, and Toys R Us. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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