1. dahl1104@yahoo.com  303-766-1221
OBJECTIVE
To work witha companythat allowsme toprovide amodernand personalized wealth management strategy to
clients.
EXPERIENCE
Charles Schwab 
Senior Portfolio Consultant July 2002 – Present
I’ve worked as a PC since 2002 and have actively pursued building strong relationships with branch partners,
highnetworth clients,and teammembers.Forclients,Ihave developed personalized plans that address topics
such as retirementplanning,distribution/income strategies, education planning, risk management, and estate
planning. These plans use a modern approach to wealth management that aligns with customer’s goals.
Charles Schwab 
Stock Broker June 1998 – July 2002
Helped Schwab retail customers understand the market, their accounts, and place trades.
SKILLS/CERTIFICATION
 Strong oral/verbal communications
 Strong relationships with clients and colleagues
 Analyze client data and develop sophisticated plan
 Deliver superior customer service
 Team Player
 CFP accredited
 Series 7, 63, and 66
 Certified Wealth Strategist
 Colorado State Insurance License
EDUCATION
 Bachelor of Arts-University of Northern Colorado
ERON DAHL, CFP®, CWS