Colleen Lotto, CFP®

VP - Financial Consultant

+1 610-254-2451

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant, Fidelity Investments, 2012-2019
  • Investments Representative, Fidelity Investments, 2011-2012
  • Financial Representative, Fidelity Investments, 2010-2011
  • Retirement Education Specialist, Vanguard, 2007-2010
  • Client Service Associate, Vanguard, 2005-2007

Education

  • BS, Marketing, Saint Joseph's University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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