Sze Kwok, AWMA®, CFP®, CRPC®

VP - Financial Consultant

+1 510-445-3619

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Solution Advisor, Merrill Edge, 2017-2019
  • Premium Banker, Bank of the West, 2017-2017
  • Senior Relationship Manager, Merrill Edge, 2016-2017

Education

  • CRPC, College of Financial Planning
  • AWMA, College of Financial Planning
  • BA, California State University, East Bay
  • CFP®

Personal interests and affiliations

    Standard mailing address:

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

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