San Mateo
Visit Schwab's San Mateo, 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.
Hannah Quinton
VP - Branch Manager | CWS®
Jhonatan Baez Zamudio
VP - Financial Consultant
Dustin Brunzlick
VP - Financial Consultant
Vicky Hsia
VP - Financial Consultant | AAMS®, CFP®
John Kim
VP - Financial Consultant | CFP®, ChFC®
Jack OReilly
VP - Financial Consultant | CFP®
Dan Roasa
VP - Financial Consultant | CFP®
Angelo San Mateo
VP - Financial Consultant | CFP®
Shane Shay
VP - Sr. Financial Consultant | CWS®
Lin Sun
VP - Sr. Financial Consultant | CFP®, ChFC®
Irma Tsikhiseli
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.
30 S. First Street, Campbell CA 95008
CAMPBELL, CA 95008
October 21, 2025
2:00 PM - 3:00 PM
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
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)