Paul Lacoste, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 530-792-8894

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2001-present
  • Associate Financial Consultant, Charles Schwab, 1999-2001
  • Retirement Services Consultant, Franklin Templeton, 1997-1999

Education

  • MBA, Golden Gate University
  • BS, Business Finance, California State University at Chico

Personal interests and affiliations

  • Davis Rotary Club
  • Davis Chamber of Commerce

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.