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.

Vicky Tsang
VP - Branch Manager | MBA

Jonathan Chen
VP - Financial Consultant

Chris Dao
VP - Financial Consultant

Doreen Huang
VP - Financial Consultant

Sze Kwok
VP - Financial Consultant | AWMA®, CFP®, CRPC®

Danny Pham
VP - Sr. Financial Consultant | AWMA®, CFP®

Paul Schreiber
VP - Financial Consultant | AWMA®, CFP®, MBA

Nwelin Wong
VP - Financial Consultant | CFP®

Wendy Yuan
VP - Financial Consultant | CFP®, CWS®, MPAS®
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.
Market Outlook
Market Outlook topic within WAM Market-Timely Topics Virtual & In-Person Invite - EML125019
2500 Farmers Ln
Santa Rosa, CA 95404
September 30, 2025
5:00 PM - 8:00 PM
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.
19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014
October 9, 2025
3:00 PM - 4:00 PM
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