Rong Xue, CFP®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-245-3010

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 65, 66 Securities Licenses

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Planner, Vanguard, 2021-2024
  • Financial Services Representative, Merrill/Bank of America, 2020-2021

Education

  • MBA, Arizona State University

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