Ted Cocoles, CRPC®

VP - Financial Consultant

+1 408-973-7022

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845


24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Private Client Investment Consultant, TD Ameritrade, 2011-2022


  • Bachelor of Arts, History with Business Administration Emphasis, University of California Los Angeles (UCLA)

Personal interests and affiliations

  • Pan-Cretan Association of America/Ikaros San Jose Chapter, President, 2009-Present
  • PAA/District 6, Treasurer, 2017-Present

Standard mailing address:

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

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