Garrett Lucchesi

VP - Financial Consultant

+1 916-576-4308

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Wealth Management Advisor, TIAA, 2023-2024
  • Financial Consultant, E*TRADE, 2013-2023
  • Investment Advisor, New England Financial, 2008-2012

Education

  • BS California State University Long Beach, 2005
  • Management Information Systems

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    El paso Operation Center
    P.O. Box 982600
    El Paso, TX 79998

    Modal can be closed by pressing Escape key.