Brian L. Balogh

I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you'll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License


  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Financial Advisor, Morgan Stanley, 2003-2005
  • Project Manager, NTL Inc, London, 2000-2002
  • Assistant Manager, Nova, Tokyo, 1994-1997


  • BA, Political Science, University of North Carolina, Chapel Hill
  • Schwab Private Client Training
  • Professional Foundations Course, Financial Advisors, Morgan Stanley
  • CELTA, International House Barcelona

Contact Brian L. Balogh

VP - Sr. Financial Consultant
Charles Schwab
902 W. Main St.
Boise, Idaho  83702-5718
Phone: 208-395-2387


Service Area

Services provided in:
  • Ada County, Idaho

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