Charles Schwab is the only place I’ve ever worked. It is unusual to be at a company that long, but when you’ve found the right place, youstay.(Hi…)I was born in Vietnam, back in ’74, so it was obviously a turbulent time.
My dad actually worked for the American Embassy. One day he came home, told my mom the embassy 14 Brilliant DIY Organization Hacks – Home Decor Ideas was leaving, and we were able to go with them, and then we ended up at Camp Pendleton. I think one of the most important jobs as a parent is to guide your children, and my parents had blue collar jobs, so we learned about making money stretch. My siblings and I went to really great colleges. And one summer I took this internship at CharlesSchwab. And I really enjoyed helping clients with their financial health. So at the end of the internship, I went to school full time, while working at Schwab,and that was 21 years ago.
At Schwab, providing advice is really a passionof mine. I love the relationships that I have withmy clients and feeling like I’m part of something bigger…and it’s always been bundys garage bundy here today we are working on a 1998 5.7l liter chevy tahoe w… such a warm company. It’s really about making sure that you reallyunderstand their underlying goals and objectives. Because everyone can figure it out…it’s not this unknown. It’s really quite simple if they know thebasics and stay on-track. My parents’ values were about family andworking hard. It feels good when I look back on all theclient interactions that I’ve had.
It’s just so rewarding to know that allthat time and effort has really paid off.