Joe Jaoko
Vice President - Financial Consultant
- Role
- Vice President Financial Consultant at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe Jaoko
Advise high-net-worth clients on wealth management and retirement planning -Build…
Experience
Vice President Financial Consultant
Apr 2025 — Present · San Francisco, CA, US
Advise high-net-worth clients on wealth management and retirement planningBuild diversified, tax-efficient investment and income strategiesGuide clients on strategies to minimize and manage portfolio taxation
Education
Lincoln University (Oakland, CA)
Master of Science - MS
Skills
- Microsoft Excel
- Microsoft Word
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