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Christian V

Series 63, Series 66

Fort Worth, TX

Schwab Wealth Advisory

Christian Villa is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior experience includes roles at Fidelity Investments and Fidelity Brokerage Services LLC before joining Charles Schwab in 2021. Outside of advising, he has worked in retail and food delivery positions. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with client authorization required for trades and tailored recommendations provided at least annually.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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