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.

Sam Schwartz
VP - Branch Manager | CFP®

Nick Blencowe
VP - Financial Consultant

Ashley Hamman
VP - Financial Consultant | AWMA®, CFP®, MPAS®

Adam Jarrah
VP - Sr. Financial Consultant | AAMS®, CFP®

Steven Kim
VP - Sr. Financial Consultant | CFP®

Torrey Magaard
VP - Financial Consultant | AAMS®, CFP®

Patrick Miller
VP - Financial Consultant | CFP®

Edwin Nunez
VP - Financial Consultant

Ari Ohayon
VP - Financial Consultant | AAMS®

Sable Potts
VP - Assistant Branch Manager

Andrew Rezkalla
VP - Financial Consultant

Bret Runyan
VP - Sr. Financial Consultant | CFP®, CWS®

Carter Taylor
VP - Sr. Financial Consultant | CFP®

Ross Thompson
VP - Financial Consultant | MBA
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.
11601 Wilshire Blvd Suite 100
Los Angeles, CA 90025
September 5, 2025
3:30 PM - 4:30 PM
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
September 12, 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.
251 S Lake Ave
Suite 150
Pasadena, CA 91101
September 17, 2025
10:00 AM - 11:00 AM