Tofunmi Ochi

VP - Financial Consultant at Charles Schwab

Role
VP - Financial Consultant at Charles Schwab
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tofunmi Ochi

As a 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 78••••••90 or email me at: t••••••••@schwab.com.

Experience

  1. VP - Financial Consultant

    Charles Schwab

    Aug 2021 — Present · Burlington, MA, US

    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 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: BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Education

  • University of Jos

    Masters of Science, Cytogenetics and Plant Breeding

    2005 — 2011

  • University of Ado-Ekiti

    Bachelor's degree, Plant Sciences

    1998 — 2003

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Tofunmi Ochi — VP - Financial Consultant at Charles Schwab in Boston, MA, US | Unifers