Phillip Thanawiwat
VP - Senior Financial Consultant
- Role
- VP - Senior Financial Consultant at Charles Schwab
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Phillip Thanawiwat
As a Schwab Financial Consultant, it’s my job 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 Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 62••••••07 or email me at: p••••••••@schwab.com.
Experience
VP - Senior Financial Consultant
Oct 2011 — Present · Pasadena, CA, US
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Education
USC Marshall School of Business
Bachelor of Science (B.S.), Business Administration and Management, General
2009
The Hong Kong University of Science and Technology
International Exchange Program, International Finance
2008
Skills
- Investments
- Strategy
- 401k Rollovers
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