Ming Chen, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

+1 925-974-2908

Financial credentials

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

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Financial Advisor, Ameriprise Financial, 2004-2007
  • Founder, and VP., of Business Development, CAMEV, 2003-2004
  • Software Engineer, Oracle, 2000-2003

Education

  • MBA, San Francisco State University
  • BA, University of South Dakota

Personal interests and affiliations

  • Fluent in Mandarin and Cantonese

Standard mailing address:

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

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