Pasadena
Visit Schwab's Pasadena, 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.
John Thomas
VP - Branch Manager
Amy Peng
VP - Assistant Branch Manager | CFP®
Robert Baraga
VP - Sr. Financial Consultant | CFP®
Michael Cheung
VP - Financial Consultant
Harout Garabedian
VP - Sr. Financial Consultant | CFP®
Richard Jacobsen
VP - Financial Consultant | CFP®
Jack Kalanjian
VP - Sr. Financial Consultant
Christine Lee
VP - Sr. Financial Consultant | CWS®, MBA
Adam Liu
VP - Financial Consultant
Alia Mitchell
VP - Financial Consultant | AAMS®
Rene Saenz
VP - Financial Consultant | AWMA®
Raymond Siu
VP - Financial Consultant
Orin Tang
VP - Financial Consultant
Phillip Thanawiwat
VP - Sr. Financial Consultant | CFP®
Ruchita Trivedi
VP - Financial Consultant | CFP®
Daniel Wang
VP - Financial Consultant | CFP®
Mark Werner
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.
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
3421 E. IMPERIAL HIGHWAY
BREA, CA 92823
October 10, 2025
11:00 AM - 12:00 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
134 E Huntington Dr.
Arcadia, CA 91006
October 15, 2025
10:00 AM - 11:00 AM
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
16 CORPORATE PLAZA DR
NEWPORT BEACH, CA 92660
October 16, 2025
3:00 PM - 4:00 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)