Ken Ngo, CFP®, MBA

VP - Financial Consultant

+1 916-817-6716

Financial credentials

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

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2019-2021
  • Financial Consultant Partner, Charles Schwab, 2018-2019
  • Relationship Banker, Chase, 2018-2018
  • Financial Representative, Fidelity Investments, 2016-2018

Education

  • MBA, Finance, Notre Dame de Namur University

Standard mailing address:

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

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