Jackie S Wen CFP
Charles Schwab
240 3rd St Ste 100, Los Altos, CA
90% Trust Score
Compensation
None Provided
Min. Assets
$250,000
Languages
Cantonese, Mandarin, English
License
Not Validated
Areas of Expertise
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
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