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.

Vicky Tsang
VP - Branch Manager | MBA

Jonathan Chen
VP - Financial Consultant

Chris Dao
VP - Financial Consultant

Doreen Huang
VP - Financial Consultant

Sze Kwok
VP - Financial Consultant | AWMA®, CFP®, CRPC®

Danny Pham
VP - Sr. Financial Consultant | AWMA®, CFP®

Paul Schreiber
VP - Financial Consultant | AWMA®, CFP®, MBA

Nwelin Wong
VP - Financial Consultant | CFP®

Wendy Yuan
VP - Financial Consultant | CFP®, CWS®, MPAS®
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.
Exploring Fixed Income for Your Portfolio
Invite your guests to discover how fixed income investments, like bonds, can preserve capital and diversify their portfolio to help protect against market risks.
1231 S. California Bvd
Walnut Creek, CA 94596
August 21, 2025
2:00 PM - 3:00 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
30 S. First Street, Campbell CA 95008
CAMPBELL, CA 95008
August 28, 2025
2:00 PM - 3:00 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
1231 S. California Bvd
Walnut Creek, CA 94596
September 9, 2025
11:00 AM - 12:00 PM