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Dee Dee Li-Kha, CWS®, MBA, is an experienced financial professional with a strong background in client advisory and management roles across several distinguished financial institutions. At Charles Schwab, Dee Dee currently serves as VP - Financial Consultant, focusing on helping clients secure their financial futures, and has held multiple leadership positions including Regional Manager and VP - Assistant Branch Manager. Prior experience includes roles as a Private Client Advisor at JP Morgan Chase Bank, Financial Advisor at Wells Fargo Advisors, and Financial Consultant at Bank of the West. Dee Dee obtained an MBA in Corporate Governance from UCLA Anderson School of Management and a Bachelor of Science in Finance and Legal Studies from the University of California, Berkeley.