Doreen Huang

VP - Financial Consultant

+1 510-445-3607

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845


22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP-Senior Premier Banker, Wells Fargo Bank, 2006-2021
  • Senior Accountant, P&C LIM Management Ltd, NZ, 2003-2006


  • Bachelor's Degree, Accounting & Commercial Law , Victoria University Of Wellington, New Zealand
  • Post Graduate Diploma in Professional Accounting , Victoria University of Wellington, New Zealand
  • CFP Education Program, Kaplan Financial Program

Personal interests and affiliations

  • Yoga Alliance, E-RYT500, YACEP Yoga Teacher / Meditation Teacher
  • Citizens for Better Community (CBC) , Life Time Member
  • Asian Professionals Inclusion Network (APIN) at Schwab, Co-Chair
  • Fremont Rotary Club, Member

Standard mailing address:

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

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