Charles Schwab is the only place I’ve ever worked. It is unusual to be at a company that long, but when you’ve found the right place, you stay.

I was born in Vietnam back in ’74, so it was obviously a turbulent time. My dad actually worked for the American embassy. One day he came home, told my mom the embassy was leaving and we were able to go with him, and then we ended up at Camp Pendleton.

I think one of the most important jobs as a parent is to guide your children. And my parents had a blue-collar job, so we learned about making money stretch. My siblings and I went to really great colleges, and one summer I took this internship at Charles Schwab, and I really enjoyed helping clients with their financial health. So at the end of the internship, I went to school full-time while working at Schwab, and that was 21 years ago.

At Schwab, providing advice is really a passion of mine. I love the relationships that I have with my clients and feeling like I’m part of something bigger, and it’s always been such a warm company. It’s really about making sure that you really understand their underlying goals and objectives because everyone can figure it out. It’s not this unknown. It’s really quite simple if they know the basics and stay on track.

My parents’ values were about family and working hard. It feels good when I look back on all the client interactions that I’ve had. It’s just so rewarding to know that all that time and effort has really paid off.

Charles Schwab
Own your tomorrow®

Disclosures

Financial Consultants and Branch Managers may only conduct business with residents of the states for which they are properly licensed.

There are eligibility requirements to work with a dedicated Financial Consultant.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Brokerage Products: Not FDIC-Insured · No Bank Guarantee · May Lose Value

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

All customers/clients appearing in this video are fictitious, are portrayed by actors, and are not Schwab clients.

©2014 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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