Helen Wu, CFP®, CWS®

VP - Financial Consultant

+1 925-875-5523

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 1999-present

Education

  • BA, Foreign Languages and Literature, Sun Yat-San University, Guangzhou, China
  • Completed courses on Investment planning, Investment planning, retirement planning,
  • income tax planning, estate planning offered by the College of Financial Planning
  • Completed CA Resident Insurance Producer licensing courses. Completed Cannon Financial wealth strategist courses.

Personal interests and affiliations

  • Support Harold Foundation in Fremont, Music 4 America and Alan Hu Foundation

Standard mailing address:

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

Modal can be closed by pressing Escape key.