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®

Trevor Bright
VP - Financial Consultant

Lawrence Larson
VP - Sr. Financial Consultant

Tiffany Le
VP - Financial Consultant

Arely Leon Mejia
VP - Financial Consultant

Ricardo Paguaga
VP - Financial Consultant

Sanjay Rajwani
VP - Sr. Financial Consultant

Galina Sapozhnikov
VP - Sr. Financial Consultant | CWS®

Andrew Tang
VP - Assistant Branch Manager | CFP®, CWS®

Rena Toma
VP - Financial Consultant

Steven Xu
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.
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438 E. EL CAMINO REAL
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