Investment Chair
Current
Jul 2023 - Present
AeroLeads people directory · profile
Jackie Wen, Cfp®, Mba Email & Phone Number
Investment Chair
at
Gunn Foundation
1 work email found
@schwab.com
2 phones found area 415 and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Jackie Wen, Cfp®, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jackie Wen, Cfp®, Mba is listed as Investment Chair at Gunn Foundation, based in Los Altos, California, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 415, 800, and a matched LinkedIn profile for Jackie Wen, Cfp®, Mba.
Jackie Wen, Cfp®, Mba previously worked as Co-Founder and CFO at Inventure Robotics and Certified Financial Planner at Independent Consultant. Jackie Wen, Cfp®, Mba holds Mba, Finance from San José State University.
Company email context
Email format at Gunn Foundation
This section adds company-level context without repeating Jackie Wen, Cfp®, Mba's masked contact details.
*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jackie Wen, Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About Jackie Wen, Cfp®, Mba
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.
Listed skills include Wealth Management, Insurance, Retirement Planning, Strategic Financial Planning, and 8 others.
Current workplace
Jackie Wen, Cfp®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Jackie Wen, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Co-Founder And Cfo
Inventure Robotics
Certified Financial Planner
Independent Consultant
Vp Community & Events
Ptsa
Jun 2020 - Jul 2023
Vp - Financial Consultant
Representatives 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
Aug 1998 - Mar 2019
1 education record
Jackie Wen, Cfp®, Mba education
-
San José State University
FAQ
Frequently asked questions about Jackie Wen, Cfp®, Mba
Quick answers generated from the profile data available on this page.
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 Gunn Foundation?
Jackie Wen, Cfp®, Mba is listed as Investment Chair at Gunn Foundation.
What is Jackie Wen, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @schwab.com for Jackie Wen, Cfp®, Mba at Gunn Foundation.
What is Jackie Wen, Cfp®, Mba's phone number?
AeroLeads has found 2 phone signal(s) with area code 415, 800 for Jackie Wen, Cfp®, Mba at Gunn Foundation.
Where is Jackie Wen, Cfp®, Mba based?
Jackie Wen, Cfp®, Mba is based in Los Altos, California, United States while working with Gunn Foundation.
What companies has Jackie Wen, Cfp®, Mba worked for?
Jackie Wen, Cfp®, Mba has worked for Gunn Foundation, Inventure Robotics, Independent Consultant, Ptsa, and Charles Schwab.
How can I contact Jackie Wen, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Jackie Wen, Cfp®, Mba at Gunn Foundation, including work email, phone, and LinkedIn data when available.
What schools did Jackie Wen, Cfp®, Mba attend?
Jackie Wen, Cfp®, Mba holds Mba, Finance from San José State University.
What skills is Jackie Wen, Cfp®, Mba known for?
Jackie Wen, Cfp®, Mba is listed with skills including Wealth Management, Insurance, Retirement Planning, Strategic Financial Planning, Certified Financial Planner, Investments, Mutual Funds, and Asset Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial