Charles Schwab- Tamara Blue
Information updated
on Tuesday, August 20th 2024, 12:22
How to Contact the Provider
Address
335 N. Santa Cruz Ave, Los Gatos, CA, 95030
Phone
408-357-0161
County
Santa Clara
Services
Financial Planning
Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
29 years of professional experience
- VP – Sr. Financial Consultant, Charles Schwab, 1999-present
- Financial Advisor, Prudential Securities, 1998-1999
- Financial Analyst, The Clorox Company, 1996-1998
- Accountant, Del Monte Foods, 1995-1996
Education
- Bachelor of Science in Business Administration with Concentration in Finance
- California State University, Hayward
Personal interests and affiliations
- Board of Directors: Special Needs Professionals of Silicon Valley 2018-2023
- Board of Directors: Parents Helping Parents 2020-2023
- Financial Planners Association
- Tamara enjoys spending time with her husband, son and dog. She cares about financial literacy and disability advocacy.