Nwelin Wong, CFP®

VP - Financial Consultant

+1 510-445-3618

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Financial Consultant Partner, Charles Schwab, 2018-2020
  • Client Relationship Specialist, Charles Schwab, 2016-2018
  • Financial Counselor, Money Management International, 2013-2016

Education

  • BS, Psychology, California State University, East Bay
  • Personal Financial Planning, UC Berkeley Extension

Personal interests and affiliations

  • Golden Gate Area Council - Cub Scouts of America, Adult Leader

Standard mailing address:

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

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