Berkeley

Visit Schwab's Berkeley, CA branch, your local investment firm offering financial services near you

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Address

1995 University Ave, Suite #100
Berkeley, CA 94704-1049: opens in a new window

We are located on the ground floor of the Golden Bear Center in Downtown Berkeley, a block East of Martin Luther King Jr. Way.

Entrance to reserved parking located off Bonita Avenue (from University). There are six ground level reserved parking spaces designated by signs. The branch is located on the ground floor and accessible from the building lobby.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

Your needs expertly handled.

Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Luke Andreassen

VP - Branch Manager | CWS®

Justin Allen

VP - Financial Consultant | AAMS®, AWMA®

Mike Chang

VP - Financial Consultant

Sunita Joseph

VP - Financial Consultant

Ryan Overton

VP - Financial Consultant

Tim Sweeney

VP - Financial Consultant | MBA

Adrian Vancamper

VP - Financial Consultant | CFP®

Undralyn Williams

VP - Financial Consultant

We have one focus: You.

Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Join us for a local workshop

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

See more workshops

Exploring Fixed Income for Your Portfolio

Invite your guests to discover how fixed income investments, like bonds, can preserve capital and diversify their portfolio to help protect against market risks.

1231 S. California Bvd
Walnut Creek, CA 94596

August 21, 2025
2:00 PM - 3:00 PM

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Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

1231 S. California Bvd
Walnut Creek, CA 94596

September 9, 2025
11:00 AM - 12:00 PM

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7 Fundamentals You Need for Investing Success

Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

1231 S. California Bvd
Walnut Creek, CA 94596

October 23, 2025
2:00 PM - 3:00 PM

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

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Schwab Accounts

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Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

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