Vivian Tu, CFP®, MBA

VP - Financial Consultant

+1 781-505-1291

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant, Santander Investment Services, 2017-2019
  • Select Banker, Santander Bank, 2016-2017
  • Premier Banker, Santander Bank, 2012-2015
  • Personal Banker, Bank of America, 2010-2012
  • Investment Representative, Edward Jones, 2009-2010

Education

  • MBA, Fordham University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.