Matthew Bohm, AAMS®, CFP®, CWS®

VP - Branch Manager

+1 949-955-4087

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2016-present
  • VP - Senior Financial Consultant, Charles Schwab, 2013-2016
  • VP - Financial Consultant, Charles Schwab, 2000-2013

Education

  • BA, Business Economics, University of Southern California
  • Dual Emphasis: Finance and Management Consulting

Personal interests and affiliations

  • Orange County Performing Arts Business Partnership, 2004-2010

Standard mailing address:

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

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