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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Jeff Coté

As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern appr

oach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 707-569-7810 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

04/17/2026

With tax season rolling around, charitable giving is on our radar.

02/21/2026

With tax season rolling around, charitable giving is on our radar. It’s also a smart time to revisit tax law changes and what they may mean for giving in 2026 and the years ahead: https://bit.ly/4rEEeT5

01/28/2026

Just listened to a great conversation with Sam Kang from Schwab Family Office. He breaks down what ultra high net worth families really expect today, and why it’s about much more than performance. Listen here: https://bit.ly/4qaM9pH

08/20/2023

Everyone loves a good bargain, but you don’t want to fall into a low-price trap. Here a few ways to help keep your bargain buy from being a bargain dud. https://bit.ly/45gKqW2

A falling stock price doesn't always mean a good deal. Here's how to help assess the potential value of a stock to know whether it may be the right time to consider it.

08/19/2023

Did you know your life insurance policy could benefit you while you’re still alive? With that in mind, here are five common riders you can add to give your policy a boost. https://bit.ly/3YEooKx

How the addition of life insurance riders can help personalize your policy.

08/16/2023

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/45xEHLc

Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

08/12/2023

Looking to create passive income? A second home can be a great way to bring in extra money and add to your investment portfolio. Here are the factors to consider when buying, renting, and selling a second home. 🏘️https://bit.ly/3OTnNkZ

A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

08/06/2023

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/3s5G9pH

08/05/2023

Don’t know where to start when it comes to retirement savings? Here are a few must ask questions to introduce you to the world of IRA’s. https://bit.ly/3s3v6h6

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

08/02/2023

Stability or Flexibility? Which one do you value most when considering mortgage loans? 🏠 https://bit.ly/44WV3gH

Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

07/30/2023

Ever wonder what traders use to identify trends? Learn more about how to use the Relative Strength Index (RSI) to identify short term buy and sell signals. https://bit.ly/3Yu1upj

How traders can use the relative strength index (RSI) to help identify short-term buy and sell signals.

Address

200 4th Street, Ste 100
Santa Rosa, CA
95401

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.schwab.com/

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