Lin Sun, CFP®, ChFC®

VP - Sr. Financial Consultant

+1 650-358-5534

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Series 3, 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

21 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2017-present
  • Financial Consultant, Charles Schwab, 2012-2016
  • Branch Manager, E*TRADE Financial, 2008-2012
  • Relationship Manager, E*TRADE Financial, 2006-2008
  • Mutual Fund Wholesaler, Kelmoore Investment Company, 2005-2005
  • Financial Services Associate, Prudential Financial, 2003-2005

Education

  • Brandeis University, Waltham, MA, 2002
  • B.A. in Biology and Economics

Standard mailing address:

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

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