JOHN ROTH GARMHAUSEN, CFA, CFP

Mr. Garmhausen has two decades of experience in the financial services industry, most recently serving as Vice President – Financial Consultant with Charles Schwab. Prior to joining Charles Schwab in 2008, Mr. Garmhausen served as a Risk Manager for CyberTrader, monitoring enterprise risk for a brokerage firm with over $8 billion in client accounts. Previous to CyberTrader, Mr. Garmhausen worked as a Research Analyst for Lighthouse Capital Management, LP, a Houston based Registered Investment Advisor with $450 million in client assets under management.

John is a current or former holder of FINRA Series 7, 63 and 66. He is a CFA Charterholder and a regular member of the CFA Institute. He is also a Certified Financial Planner. He has a B.A. degree from Appalachian State University (1995).