Steve Wight, Cfp®, Crpc®
About Steve Wight, Cfp®, Crpc®
Steve Wight, CFP®, CRPC®, is a Private Client Investment Consultant with over 22 years of experience in financial sales and business development, currently working at Charles Schwab and TD Ameritrade in Orange County, California.
Title: Private Client Investment Consultant
Steve Wight holds the title of Private Client Investment Consultant. With over 22 years of experience in financial sales and business development, he focuses on wealth management and financial services. His expertise includes helping clients plan for their future and achieve their financial goals by matching them with appropriate products and services.
Current Role at Charles Schwab
Since 2022, Steve Wight has been serving as a Vice President - Financial Consultant at Charles Schwab in Orange County, California. In his role, Steve provides comprehensive financial planning and investment advice to private clients, leveraging his extensive experience and certifications.
Previous Role at TD Ameritrade
From 2004 to 2022, Steve Wight worked at TD Ameritrade in various capacities, including as an Investment Consultant and Private Client Investment Consultant. He operated in the Orange County, California Area and played crucial roles in client relationship management and investment consulting.
Education and Certifications
Steve Wight pursued his higher education at Assumption University, where he earned a Bachelor of Arts (B.A.) in Economic Theory from 1993 to 1997. He further enhanced his professional knowledge by completing a Personal Financial Planning Certificate Program at UC Irvine from 2010 to 2012. He holds prestigious designations as a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®).
Early Career
Steve Wight began his career at Mellon Trust as a Sr. Service Delivery Specialist from 1997 to 1999. He then moved to TD Waterhouse Investor Services, Inc., where he worked as a Registered Representative from 2000 to 2002 in San Diego, CA, and later as a Customer Relationship Representative from 2002 to 2004 in Santa Monica, CA.