Phillip Thanawiwat, CFP®

VP - Sr. Financial Consultant

+1 626-304-3807

Financial credentials

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

Experience

15 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2024-present
  • VP - Financial Consultant, Charles Schwab & Co., Inc., 2015-2024
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2013-2015
  • Client Service Specialist, Charles Schwab & Co., Inc., 2011-2013
  • Executive Team Leader, Target Corporation, 2009-2011

Education

  • Bachelors in Science, Business Administration, USC Marshall School of Business
  • Personal Financial Planning Certificate, UCLA Extension

Personal interests and affiliations

  • USC Marshall Business School, Career Advantage Program Mentor

Standard mailing address:

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

Modal can be closed by pressing Escape key.