Joseph G Estrella

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2020 → 06/2022
  Protein Lab
  Brea, CA
• 02/2019 → 02/2020
  Chick Fil A
  Torrance, CA
• 08/2018 → 05/2019
  Burlington
  Torrance, CA
• 06/2012 → 06/2022
  Student
  Fullerton, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Designations

• Certified Financial Planner

Other Names

• Joe Estrella
• Joseph Estrella