Carmel Valley

Visit Schwab's Carmel, CA branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

100 Clock Tower Place, Suite #100
Carmel, CA 93923-8771: opens in a new window

We are located on the corner of Carmel Rancho Blvd and Clock Tower Place.

Carport parking available under building, including handicapped spaces and elevator.

Hours

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

Cassandra Bartlett

VP - Branch Manager | CFP®, CWS®

Itzak Beleche Gonzalez

VP - Financial Consultant | AWMA®

Adam Frieg

VP - Financial Consultant | AAMS®

Linda Guy

VP - Financial Consultant | CFP®

Matthew McConnell

VP - Financial Consultant

Sarah Nadiri

VP - Financial Consultant | CFP®

Caylie Taylor

VP - Financial Consultant | CFP®, ChFC®

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.

See more workshops

Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

100 Clock Tower Place Suite 100
Carmel, CA 93923

September 26, 2025
11:00 AM - 12:00 PM

Reserve a spot: opens in a new window

Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

100 Clock Tower Place Suite 100
Carmel, CA 93923

September 26, 2025
11:00 AM - 12:00 PM

Reserve a spot: opens in a new window

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

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.

(0225-RXK8)