Cupertino

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

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Address

19620 Stevens Creek Blvd, Suite #100
Cupertino, CA 95014-2486: opens in a new window

Located at the intersection of Stevens Creek & Perimeter Road across from the former Valco center, in the same center as Marukai Market. We have Mandarin & Cantonese speaking Financial Consultants.

Located in the same shopping center as Marukai Market, next to Merlion Restaurant.

Hours

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

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours.

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®

Lisa Chu

VP - Sr. Financial Consultant

Jamie Cornford

VP - Sr. Financial Consultant

Hannah Han

VP - Financial Consultant | AAMS®, MBA

Will Hua

VP - Financial Consultant | MBA

Mary Lai

VP - Financial Consultant | CFP®

Daphne Lawrence

VP - Financial Consultant

Kunjie Ou

VP - Financial Consultant | CFA®, MBA

William Wang

VP - Financial Consultant | AWMA®

Xinyao Wang

VP - Financial Consultant | AAMS®

Brian Wong

VP - Financial Consultant

Irene Zong

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.

See more workshops

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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.

(0225-RXK8)