Alisha Kotranza

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

• 02/2024 → 06/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2022 → 12/2023
  Wells Fargo
  Goodyear, AZ
• 03/2021 → 08/2022
  Press Coffee
  Scottsdale, AZ
• 11/2014 → 03/2021
  Sheraton Grand Wild Horse Pass
  Chandler, AZ
• 09/2022 → 10/2022
  Unemployed
  Phoenix, AZ
• 07/2024 → Present
  Charles Schwab & Co, Inc
  Phoenix, AZ
• 08/2026 → Present
  Schwab Wealth Advisory, Inc
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02
• S63 Uniform Securities Agent State Law Examination
  2025-10-18

Other Names

• Alisha Weiss
• Alisha Anne Kotranza
• Alisha Kotranza
• Alisha Anne Marie Kotranza