Bernard Tong, CFP®, CWS®

VP - Sr. Financial Consultant

+1 415-667-6227

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • VP - Financial Consultant, Fidelity Investments, 2014-2018
  • Retirement Director, Fidelity Investments, 2013-2014
  • Investment Representative, Fidelity Investments, 2010-2013
  • Licensed Personal Financial Representative, Chase Investments, 2009-2010
  • AVP - Client Manager, Premier Bank, Bank of America, 2007-2009

Education

  • Bachelors of Science, Economics. University of Massachusetts Amherst

Standard mailing address:

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

Modal can be closed by pressing Escape key.