Phoebe Chao, CFP®, MBA

VP - Financial Consultant

+1 425-467-2990

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Wealth Manager, USAA, 2011-2018
  • Wealth Management Consultant, TIAA, 2007-2011
  • Personal Financial Analyst, Primerica Financial Services, 2003-2007

Education

  • MBA, University of Dallas
  • BA, Cheng-Chi National University, Taipei, Taiwan

Personal interests and affiliations

  • Sigma Iota Epsilon National Honorary Professional Management Fraternity
  • Memeber of Arbor Day foundation www.arborday.org
  • Bellevue Naturalist volunteering

Standard mailing address:

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

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