Devin Narvaez is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab and Firstmark Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Timothy Schuler is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm’s services emphasize client authorization for trades and tailored recommendations based on individual goals and risk tolerance.

Jeffrey Jensen is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to his current role, he worked at TD Ameritrade, Charles Schwab Bank, Charles Schwab & Co., and Edward Jones. Outside of his advisory work, he serves as a board member and president for a local Kiwanis Club, a volunteer organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with annual reviews tailored to client goals and risk tolerance.