Advisor at Schwab Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schwab Wealth Advisory
Location
Orlando, FL 32810
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
Renee Cooper is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory since 2016. She also has a longstanding career in the United States Air Force beginning in 1998 and has been involved in real estate property management since 2011. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated access to financial planning, trade execution, and custody services.
Based on Schwab Wealth Advisory
Account minimum: $500,000
1991 Summit Park Drive
Orlando, FL 32810
Florida · Texas
Schwab Wealth Advisory
2016 - Present (10 years)
Charles Schwab
2016 - Present (10 years)
Real Estate/Property Management
2011 - Present (15 years)
United States Air Force
1998 - Present (28 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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