Cupertino - Main St

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

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Address

19349 Stevens Creek Blvd
Cupertino, CA 95014: opens in a new window

We are located in the Main St center, near Lazy Dog Restaurant.

We have ample parking available in parking garage.

Hours

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

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.

Bela Palfalvi

VP - Branch Manager | CWS®

Susan Chen

VP - Sr. Financial Consultant | CWS®, RP®

Ted Cocoles

VP - Financial Consultant | CRPC®

Daniel Gong

VP - Financial Consultant

Jordan Matthews

VP - Sr. Financial Consultant

Michael Ngo

VP - Sr. Financial Consultant

Quang Nguyen

VP - Financial Consultant | CFP®

Joey Runyan

VP - Assistant Branch Manager | WMCP®

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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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

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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.

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