Matthew Bungo, CFP®, CWS®

VP - Branch Manager

+1 817-820-1151

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • VP - Assistant Branch Manager, Charles Schwab, 2016-2018
  • VP - Financial Consultant, Charles Schwab, 2014-2016
  • Associate Financial Consultant, Charles Schwab, 2013-2014
  • Trading Specialist, Charles Schwab, 2009-2013
  • Financial Advisor, AXA Advisors, 2008-2009

Education

  • BBA, Finance, Texas State University

Personal interests and affiliations

  • Financial Planning Association
  • Fort Worth Chamber of Commerce

Standard mailing address:

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

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