Teresa Tanaka, AAMS®, CWS®

VP - Financial Consultant

+1 808-532-9788

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 1998-present
  • Financial Services Representative, American Savings Bank, 1997-1998
  • Financial Services Representative, Bank of America, 1994-1997

Education

  • Certified Wealth Strategist designation, Cannon Financial Institute
  • AAMS designation, College for Financial Planning
  • AS, Business, Kapiolani Community College

Standard mailing address:

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

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