Tanner Grech

Tanner Grech: Email & Phone Number

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Wealth Advisor at Charles Schwab|Glendale, Arizona, United States

Position:

Wealth Advisor at Charles Schwab

Location:

Glendale, Arizona, United States

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Last updated: 2026-06-25
Updated: 2026-06-25

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Work Experience 9 years

Wealth Advisor at Charles Schwab

Jun 2025 - Current

Associate Wealth Advisor at Charles Schwab

Jul 2024 - Aug 2025

Learning Facilitator at Charles Schwab

Jan 2022 - Jul 2024

Derivatives Specialist at Charles Schwab

Jan 2020 - Jan 2022

Active Trading Specialist at Charles Schwab

May 2018 - Jan 2020

Reporting Specialist at Northwesttrustee Services

Jan 2017 - May 2018

Tanner Grech started working in 2017, then the employee has changed 1 company and 5 jobs. On average, Tanner Grech works for one company for 1 year 7 months.

Their professional focus is Employee Training, Facilitation, and Financial Analysis across 3 core areas.

Tanner holds CERTIFIED FINANCIAL PLANNER® Professional certifications.

Education

Bachelor of Business Administration - BBA at Appalachian State University

Master of Science in Financial Analysis at College for Financial Planning

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