Bonnie T.
Financial Consultant Partner at Charles Schwab
- Role
- Financial Consultant Partner at Charles Schwab
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Bonnie T.
I was born and raised in Vietnam, traveled to 10+ countries, and have lived in America for 10+ years. The cross-cultural experience shapes who I am and how I see the world. At Charles Schwab, my team focuses on providing personalized financial strategies, from tax-efficient investing to generational wealth management. My goal is to help clients grow and protect their assets to achieve their dream lives. With a strong background in investing and financial planning, I’m dedicated to offering strategic insights that make it easier for my clients to make smart financial decisions.
Experience
Financial Consultant Partner
Oct 2024 — Present · Bellevue, WA, US
Education
University of Washington
Certificate in Women's Entrepreneurial Leadership
2021 — 2021
SBGE at Seattle Pacific University
Bachelor of Business Administration, Finance
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