Joseph Kim, CFP®

VP - Financial Consultant

+1 818-971-7423

Financial credentials

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

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Associate Financial Consultant, Charles Schwab, 2014-2015
  • Brokerage Services Associate, Charles Schwab, 2012-2014

Education

  • Arizona State University
  • W.P. Carey School of Business and Finances

Standard mailing address:

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

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