Irvine

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

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Address

2825 Main Street
Irvine, CA 92614: opens in a new window

We are located on Main Street between Jamboree and Harvard at the light for Park Plaza.

Complimentary client parking is available in front of the branch. There are posted signs in the parking lot that indicate which spots are for guests of Charles Schwab. Please do not park in the hotel parking lot. Overflow parking is available in the covered garage connected to the retail restaurants.

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.

Matthew Bohm

VP - Branch Manager | AAMS®, CFP®, CWS®

Tim Brady

VP - Financial Consultant

Becky Burns

VP - Sr. Financial Consultant | CFP®

Anny Chien

VP - Financial Consultant

Richard Dunn

VP - Assistant Branch Manager

Michael Fordham

VP - Sr. Financial Consultant | AAMS®, CFP®, CWS®

Jay Hua

VP - Financial Consultant

Jimmy Lin

VP - Financial Consultant | CFP®

Brian MacLachlan

VP - Sr. Financial Consultant | AAMS®, CFP®, CMFC®

Joseph Mccullough

VP - Financial Consultant | CFP®

Brenden Peterson

VP - Financial Consultant | AAMS®, CFP®

Sean Reeves

VP - Sr. Financial Consultant | AAMS®, CFP®, MBA

Birol Sarigul

VP - Financial Consultant | CFP®

Kanin Sathienvantanee

VP - Sr. Financial Consultant | AAMS®, CFP®, MBA

Rhett Savitch

VP - Sr. Financial Consultant | CFP®

Jesse Serra

VP - Financial Consultant | CFP®

Mason Smith

VP - Financial Consultant | AAMS®, CFP®

Steve Wight

VP - Financial Consultant | CFP®, CRPC®

Sonja Youngberg

VP - Financial Consultant | AAMS®, CRPC®

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

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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.

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