Jonathan Lococo
Vp-financial Consultant at Charles Schwab
Based in Boston, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
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Background
About Jonathan Lococo
As a Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with: • Wealth management • Investing • Portfolio analysis • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 617-210-7409 or email me at: jonathan.lococo@schwab.com.
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