About
As a Schwab Branch Manager I lead a team of Financial Consultants focused on helping you…
Articles by Erick
-
Sharing Our Culture The Schwab Way
Sharing Our Culture The Schwab Way
Mary Kirk sat in a coffee shop studying for her upcoming Series 9 and 10 exams when gentleman approached her and asked…
Activity
-
Grateful for the chance Peter gave me over 10 years ago — and looking forward to the future!
Grateful for the chance Peter gave me over 10 years ago — and looking forward to the future!
Liked by Erick Ibarra, CFP, MBA, CWS
-
I had the great privilege of representing Charles Schwab alongside Rick Wurster and fellow Schwabbies as we rang the closing bell at the NYSE. Better…
I had the great privilege of representing Charles Schwab alongside Rick Wurster and fellow Schwabbies as we rang the closing bell at the NYSE. Better…
Liked by Erick Ibarra, CFP, MBA, CWS
-
🚨DFW - We’re Hiring Wealth Advisors 🚨 They say everything’s bigger in Texas - and that includes the opportunity to join our growing Schwab Wealth…
🚨DFW - We’re Hiring Wealth Advisors 🚨 They say everything’s bigger in Texas - and that includes the opportunity to join our growing Schwab Wealth…
Liked by Erick Ibarra, CFP, MBA, CWS
Experience & Education
-
Charles Schwab
View Erick’s full experience
See their title, tenure and more.
or
Licenses & Certifications
More activity by Erick
-
I’m honored to step into a new role leading the Family Office business and Premier Wealth Group at Schwab Advisor Services. This segment has seen…
I’m honored to step into a new role leading the Family Office business and Premier Wealth Group at Schwab Advisor Services. This segment has seen…
Liked by Erick Ibarra, CFP, MBA, CWS
-
Today's weird fact of the day: I started at Schwab 25 years ago today! Really grateful to so many incredible colleagues, past and present, who have…
Today's weird fact of the day: I started at Schwab 25 years ago today! Really grateful to so many incredible colleagues, past and present, who have…
Liked by Erick Ibarra, CFP, MBA, CWS
-
My new WashingtonWise podcast dropped this morning. My great colleague Jeffrey Kleintop joins me for a deep dive into the implications of the trade…
My new WashingtonWise podcast dropped this morning. My great colleague Jeffrey Kleintop joins me for a deep dive into the implications of the trade…
Liked by Erick Ibarra, CFP, MBA, CWS
-
Buenos Aires, Argentina.... I just returned from a 10-day trek to Buenos Aires, Argentina, and Patagonia. Paris of South America, it's known as. In…
Buenos Aires, Argentina.... I just returned from a 10-day trek to Buenos Aires, Argentina, and Patagonia. Paris of South America, it's known as. In…
Liked by Erick Ibarra, CFP, MBA, CWS
-
Looking for a great Financial Consultant to join the AMAZING #SchwabTacoma team!!!!!!! If you are or know someone who might be interested, please…
Looking for a great Financial Consultant to join the AMAZING #SchwabTacoma team!!!!!!! If you are or know someone who might be interested, please…
Liked by Erick Ibarra, CFP, MBA, CWS
-
I'm so excited to have joined Northern Trust as part of the fixed income client portfolio management team, focusing on municipals! #MadeforGreater
I'm so excited to have joined Northern Trust as part of the fixed income client portfolio management team, focusing on municipals! #MadeforGreater
Liked by Erick Ibarra, CFP, MBA, CWS
-
Thrilled to share Schwab is expanding its wealth management capabilities to help meet the needs of high net worth and ultra-high net worth clients…
Thrilled to share Schwab is expanding its wealth management capabilities to help meet the needs of high net worth and ultra-high net worth clients…
Liked by Erick Ibarra, CFP, MBA, CWS
-
Last week, Jonathan Craig and I visited our Charles Schwab Singapore location, where we had the opportunity to participate in a client hospitality…
Last week, Jonathan Craig and I visited our Charles Schwab Singapore location, where we had the opportunity to participate in a client hospitality…
Liked by Erick Ibarra, CFP, MBA, CWS
-
I am deeply honored to have been nominated and selected as a Charles Schwab Founders recipient for 2024 for providing outstanding service. Thank you…
I am deeply honored to have been nominated and selected as a Charles Schwab Founders recipient for 2024 for providing outstanding service. Thank you…
Liked by Erick Ibarra, CFP, MBA, CWS
-
Today at the Schwab Boulder branch had a great visit with Sunnygirl!
Today at the Schwab Boulder branch had a great visit with Sunnygirl!
Liked by Erick Ibarra, CFP, MBA, CWS
-
Huge thanks to Deane Antoniou, Tim Bickley, and Jeff Yun for spending time this week in the Twin Cities. We presented multiple events to our clients…
Huge thanks to Deane Antoniou, Tim Bickley, and Jeff Yun for spending time this week in the Twin Cities. We presented multiple events to our clients…
Liked by Erick Ibarra, CFP, MBA, CWS
-
I'm very honored to have my story featured and shared with so many friends and colleagues! I've thoroughly enjoyed my ~30 years at Charles Schwab and…
I'm very honored to have my story featured and shared with so many friends and colleagues! I've thoroughly enjoyed my ~30 years at Charles Schwab and…
Liked by Erick Ibarra, CFP, MBA, CWS
-
The NEW Charles Schwab FOLSOM office is ready for your business!! ✨We had a fabulous 2 day Open House with refreshments, Schwab Schwag, lunch & a…
The NEW Charles Schwab FOLSOM office is ready for your business!! ✨We had a fabulous 2 day Open House with refreshments, Schwab Schwag, lunch & a…
Liked by Erick Ibarra, CFP, MBA, CWS
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More