Daniel Wang, CFP®, is currently the Vice President and Financial Consultant at Charles Schwab, a position they have held since 2024. They previously served as a Financial Consultant Partner at the same firm from 2022 to 2024. In addition to their financial expertise, they worked as a Retirement Plan and Investment Specialist at TransGlobal Holding Co. from 2020 to 2022. Earlier in their career, Daniel gained experience as a Junior Publicist at Rachel Dares PR, where they hosted high-profile events and developed promotional materials. They completed their Bachelor of Arts in Mass Communication/Media Studies at California State University-Los Angeles in 2018.
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