Daniel Wang, CFP®

VP - Financial Consultant

+1 626-304-3825

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant Partner, Charles Schwab, 2022-2024
  • VP of Retirement Plan Services, TransGlobal Holdings, 2021-2022
  • Associate Financial Planner, TransGlobal Holdings, 2020-2021
  • Sales Support, TransGlobal Holdings, 2018-2020

Education

  • BA, Communications, California State University, Los Angeles
  • Certificate in Personal Financial Planning , UCLA Extension

Personal interests and affiliations

    Standard mailing address:

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

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