Rong Xue, CFP®, MBA
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 866-245-3010Financial 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