Oakland
Visit Schwab's Oakland, CA branch, your local investment firm offering financial services near you
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®
Reza Abcari
VP - Financial Consultant | CFP®, MSF
Jim Babson
VP - Financial Consultant | CFA®
Ryan Freed
VP - Financial Consultant
Yang Guo
VP - Financial Consultant
Michael Inman
VP - Financial Consultant | CFP®
Joe Jaoko
VP - Financial Consultant | MSF
Corinna Lam
VP - Sr. Financial Consultant | MBA
Brett Oland
VP - Financial Consultant
Agustin Ortiz
VP - Financial Consultant | CFP®
Annie Reese
VP - Financial Consultant | CFP®
Andres Rodriguez
VP - Financial Consultant
Christina York
VP - Financial Consultant | CFP®, ChFC®, MSF
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.
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
1300 South El Camino Real Suite 110
San Mateo, CA 94402
October 8, 2025
11:30 AM - 12:30 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
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
November 11, 2025
11:00 AM - 12:00 PM
Additional resources
Everything you need to take charge of your finances.
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)