Fatama Khan, AEP®, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

+1 949-432-3584

Financial credentials

  • Accredited Estate Planner®
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Investment Consultant, TD Ameritrade, 2009-2011
  • Regional Investment Consultant, Fidelity Investments, 2004-2009

Education

  • University of Maryland University College Adelphi, MD
  • Berkeley College West Paterson, NJ
  • Rutgers University New Brunswick, NJ

Personal interests and affiliations

  • Orange County Estate Planning Council
  • Financial Planning Association of Orange County

Standard mailing address:

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

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