Helen Yang, CFP®

VP - Financial Consultant

+1 415-447-4970

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Financial Consultant Academy, Charles Schwab, 2020-2021

Education

  • BSBA, Management Information Systems & Finance, Boston University

Standard mailing address:

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

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