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Liam A
CFP®, Series 66
Bellevue, WA
Schwab Wealth Advisory
Liam Airey is a CFP® with two years of industry experience currently with Schwab Wealth Advisory in Bellevue, WA. Prior to joining Schwab, he worked at Clearsight Advisors, VLP Financial Advisors, and Corbett Road. He also spent ten years in full-time education before entering the financial advisory field. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not directly charge clients fees, with discretionary management typically provided by affiliated or third-party managers.
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