Jackie Wen, Cfp®, Mba Email and Phone Number
Jackie Wen, Cfp®, Mba work email
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Jackie Wen, Cfp®, Mba personal email
Jackie Wen, Cfp®, Mba phone numbers
I am here to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from my approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.
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Investment ChairGunn Foundation Jul 2023 - PresentPalo Alto, Ca, Us
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Co-Founder And CfoInventure Robotics Jun 2023 - Present
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Certified Financial PlannerIndependent Consultant Mar 2019 - Present
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Vp Community & EventsPtsa Jun 2020 - Jul 2023
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Vp - Financial ConsultantCharles Schwab Aug 1998 - Mar 2019Westlake, Texas, UsRepresentatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Jackie Wen, Cfp®, Mba Skills
Jackie Wen, Cfp®, Mba Education Details
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San José State UniversityFinance
Frequently Asked Questions about Jackie Wen, Cfp®, Mba
What company does Jackie Wen, Cfp®, Mba work for?
Jackie Wen, Cfp®, Mba works for Gunn Foundation
What is Jackie Wen, Cfp®, Mba's role at the current company?
Jackie Wen, Cfp®, Mba's current role is MBA, Certified Financial Planner TM.
What is Jackie Wen, Cfp®, Mba's email address?
Jackie Wen, Cfp®, Mba's email address is ja****@****wab.com
What is Jackie Wen, Cfp®, Mba's direct phone number?
Jackie Wen, Cfp®, Mba's direct phone number is (415) 636*****
What schools did Jackie Wen, Cfp®, Mba attend?
Jackie Wen, Cfp®, Mba attended San José State University.
What are some of Jackie Wen, Cfp®, Mba's interests?
Jackie Wen, Cfp®, Mba has interest in Education.
What skills is Jackie Wen, Cfp®, Mba known for?
Jackie Wen, Cfp®, Mba has skills like Wealth Management, Insurance, Retirement Planning, Strategic Financial Planning, Certified Financial Planner, Investments, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies.
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