Andrew Tang, CFP®, CWS®

VP - Assistant Branch Manager

+1 408-918-3604

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

25 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2022-present
  • VP Financial Consultant, Fidelity Investments, 2012-2022
  • Wealth Manager, USAA, 2011-2012
  • VP Financial Consultant, Charles Schwab, 2001-2011
  • Investment Consultant, Charles Schwab, 2000-2001

Education

  • BA, Economics, University of California, San Diego
  • Certificate in Personal Financial Planning, University of California, Santa Cruz Extension

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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