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Denis C
CFP®, Series 66
Ormond Beach, FL
Schwab Wealth Advisory
Denis Cronin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Raymond James Financial Services, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews.
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