Susan Chen 1, CWS®, RP®

VP - Sr. Financial Consultant

+1 408-973-7029

Financial credentials

  • Certified Wealth Strategist®
  • Registered Paraplanner℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

25 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • VP - Sr. Financial Consultant, TD Ameritrade, 2011-2022
  • VP - Sr. Financial Consultant, Charles Schwab, 1998-2010

Education

  • Bachelor of Science, Accounting Concentration and Taxation, CSU East Bay

Standard mailing address:

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

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