Bellevue, WA NE 8th St. Office

Waldebert Raquel is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., EP Wealth Advisors, LLC, and TD AMERITRADE. Outside of his advisory work, he is involved in managing rental real estate properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of wrap advisory, brokerage, custody, and financial planning services. The firm emphasizes a non-discretionary client relationship model alongside access to discretionary separately managed accounts and integrates multi-asset model portfolios with research-driven investment guidance.

Nahid Fatima is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily 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 alongside a formal alternative-investment onboarding process.

Jeffrey Ratti is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at TD Ameritrade, Avenue Properties, Keller Williams Real Estate, and Calton & Associates, Inc. He has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary managed account services. The firm provides integrated brokerage, advisory, custody, and cash management services supported by multi-asset model portfolios and centralized operational processes.

Walter Hunt is a financial advisor at Charles Schwab with two years of industry experience and holds the Series 66 designation. Prior to his advisory role, he has worked in education and has been involved in the restaurant industry as a food runner and busser at Angelo's of Burien. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational structures.

Hunter Moreira is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank since 2017 and 2018, respectively, as well as earlier positions outside finance at The Views Golf Course and Starbucks. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational structures.

Cassidy Dove is a financial advisor at Charles Schwab with four years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Dove worked at TD Ameritrade and has held various roles outside the financial sector, including positions in behavioral services and daycare. 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 supported by research from the Schwab Center for Financial Research.

Justin Sinnott is a financial advisor with Charles Schwab in Bellevue, WA, holding the CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. Outside of his advisory work, he has joint ownership interests in residential real estate properties. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and research from the Schwab Center for Financial Research.

Alec Schuldt is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2022 and was previously associated with the Seattle Golf Club from 2015 to 2022. Charles Schwab & Co., Inc. serves a large client base, primarily 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and trading operations.

Evan Papiez is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab bank SSB and Charles Schwab & Co., Inc. since 2018, following prior roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Colby Gaston Cysewski is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm employs a primarily non-discretionary client relationship model, supplemented by discretionary separately managed accounts, and utilizes multi-asset model portfolios supported by in-depth research and periodic reviews.

Cherie Huang is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, East West Bank, and other institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services.

Christine White is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Charles Schwab since 2019 and previously at TD Ameritrade for one year. Outside of her advisory role, she has experience managing personal real estate investments jointly with her spouse. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by research and alternative investment offerings.

Aaron Olson is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab since 2002. Outside of his advisory role, he has worked as a server at a restaurant since 2023. 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. Schwab offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and integrated brokerage and custody services.

Loren Hammersberg is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and Capital One Investing from 2012 to 2017. Outside of advising, he is involved with Elevate Martial Arts LLC as an officer and works as a video assistant for the Seattle Seahawks during home games. Charles Schwab serves primarily 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 offers a combination of non-discretionary and discretionary investment options supported by strategic asset allocation, alternative investments, and a centralized operational structure.

Geoffrey Wendover is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Charles Schwab Bank. He is based in Bellevue, WA. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.