David Wang, CFP®, CWS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-456-5386

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2009-2020
  • Financial Adviser, Edward Jones, 2006-2008

Education

  • Bachelor of Science, Genetics, Texas A&M University

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