Los Gatos

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

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Address

275 Los Gatos-Saratoga Rd
Los Gatos, CA 95030: opens in a new window

Ample free parking in attached parking lot.

Hours

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

Contacts

Appointments are encouraged so that we may provide you with the best service possible.

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.

Anthony Liu

VP - Branch Manager | CWS®

Tamara Blue

VP - Sr. Financial Consultant | AAMS®

Marcela Garcia

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

Tracey Stanga

VP - Sr. Financial Consultant | CWS®

Daniel Williamson

VP - Sr. Financial Consultant | CFP®

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

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

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Build a Strong Investing Foundation

Get familiar with basic investment concepts and the key building blocks for a solid investing plan.

19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014

October 23, 2025
3:00 PM - 4:00 PM

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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.

19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014

November 13, 2025
3:00 PM - 4:00 PM

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

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.

(0225-RXK8)