Atlanta, GA 3424 Peachtree Road Office

Javier Capetillo is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Merrill Lynch and Mariner Wealth Advisors. Outside of advisory work, he is the managing member of a rental property holding company, C and C Southeastern Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading and does not act as a discretionary portfolio manager.

Aaron Bowring is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within the Schwab organization since 2016, including roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses standardized asset allocation models and research tools, with advisors recommending investments while clients retain final control over trading decisions.