Gina M Shaffer

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 11/2017 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 05/2017 → 12/2017
  Clairvoyix
  Henderson, NV
• 01/2015 → 05/2017
  Healthtrackrx
  Denton, TX
• 06/2019 → Present
  Charles Schwab Bank, Ssb
  Fort Worth, TX

Other Businesses

1) MHMR Foundation|Investment Related:No|3840 Hulen St;Fort Worth;Texas;76107;USA|Nonprofit Charitable Organizations|Board of Director|2025-11-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|Consulting on foundations impact in the community 2) Ginamarie.com|Investment Related:No|Life and professional coach |Life Coach |2022-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Life and professional coach focused on motivational and positivity coaching, and not financial and/or investment related. I will have a website, Facebook profile, Instagram profile and twitter. I will sell ebooks written and co-written by myself, sell 30/60/90 day one-on-one and private coaching sessions, and one time productivity and collaborative sessions to small business; promote and make commissions on other coaches' programs, memberships, and products. Sell clothing and household products, some of my own brand and some of other companies' brands, by the method of drop shipping. Quickly I will create pre-recorded coaching videos for clients, which will allow me to scale to a larger audience without attending personally. 3) Alzheimer's Association, North Central Texas Chapter |Investment Related:No|2630 West Fwy # 100;Fort Worth;Texas;76102;USA|Nonprofit Charitable Organizations|Board of Director|2025-11-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|Consulting on organizations annual engagement in the community

Exams

• S66 Uniform Combined State Law Examination
  2019-01-11
• S63 Uniform Securities Agent State Law Examination
  2018-08-23

Other Names

• Gina Plaza