Felipe Florez

Felipe Florez is a Senior Specialist Service Associate with Schwab Wealth Advisory at Charles Schwab, where responsibilities include operational support for $53 billion in assets and relationship management with financial advisory institutions. Felipe holds Series 7, 63, and 65 licenses and has a strong background in compliance and investment product education. Previous experience includes communications roles at Florida Hospital, assisting with media events and social media projects, an internship at Habitat for Humanity focusing on public relations, and media relations at Wellons Communications. Felipe obtained a Bachelor's degree in Writing and Rhetoric from the University of Central Florida and an Associate's degree in General Studies from Valencia College.