[Advisor Services signature]
Headline: Why independence? For my clients.
Cris: When I started with this firm, we were at $45 million in assets under management. Right now, we are about to cross $500 million.
[Chyron: Cris Cabanillas, Monterey Private Wealth]
Juanita: It's very rewarding to be a part of, and be able to experience, an advisor's growth. I love being a resource.
[Chyron: Juanita Fahrendorf, Schwab Advisor Services]
Cris: Schwab provides a great resource and technology and kind of this open architecture that allows us to be independent, to provide a great experience to our clients, an experience that they'll go and tell their friends about, or tell whoever, whoever will listen.
Juanita: Service is at the heart of Schwab's business. I love having the answer. Knowing that something that I've experienced before, that can help somebody else, is very rewarding.
Cris: It's definitely a good feeling knowing that at the end of the day we're helping people. That's the best part.
Holding line: Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.