Beaverton

Visit Schwab's Beaverton, OR branch, your local investment firm offering financial services near you.

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Location Details for Beaverton

Address

2855 SW Cedar Hills Blvd, Suite 120
Beaverton, OR 97005: opens in a new window

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check deposits only. 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.

Erick Ibarra

VP - Branch Manager | CFP®, CWS®, MBA

Sebastian Araguas

VP - Financial Consultant

Shalisa Beck

VP - Financial Consultant | CFP®, CLU®, ChFC®

Greg Childs

VP - Financial Consultant | CFP®, MBA

Troy Davis

VP - Sr. Financial Consultant | CFP®, CWS®, MBA

Daymon Halstead

VP - Financial Consultant

Samuel Koenig

VP - Financial Consultant | CFP®

David Pazourek

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

Ian Stuart

VP - Financial Consultant | CFA®, CFP®

Katie Tickner

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.

Additional resources

Everything you need to take charge of your finances.

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Schwab Accounts

Open an account online.

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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.

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