Carolyn Ngo, AAMS®, CFP®, CRPC®, CWS®, MSF

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-999-1406

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Certified Wealth Strategist®
  • Master of Science in Finance
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2018-2020
  • Wealth Advisor, USAA, 2013-2018
  • Financial Advisor, USAA, 2011-2013

Education

  • MS, Finance, University of Texas at San Antonio, 2021
  • BA, University of Texas at San Antonio, 2003

Personal interests and affiliations

  • Financial Planning Association

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