Therese Cleary Whiting, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

+1 650-614-2034

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

19 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present

Education

  • MBA, Stanford University - Graduate School of Business
  • JD Law, Golden Gate University, San Francisco, CA
  • BA Finance, University of Oregon

Standard mailing address:

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

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