Verified recordFinancial Services

Laticia Bourne

Investment Consultant at Charles Schwab

Based in New York, United States

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Seniority

Staff

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

34K

Contact information

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Email

1 credit

l•••••••@schwab.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Laticia Bourne

After college, I embarked on a journey of dedicating my career to helping people address their financial needs. As a financial professional, I take the utmost pride in educating my community on financial strategies to achieve their goals. My approach is simple: thoroughly understanding my client’s needs. With a clear understanding, working with clients to deliver an optimal solution is straightforward. I strive to help my clients assess their current situation, accumulate and preserve their wealth, and protect their families through the implementation of tax-favorable strategies. I am proud to be a resource to young women, the black and brown community, and anyone ready to take steps toward a better financial future. My goal is to help people live better lives and plan for brighter days ahead.

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