Los Altos
Visit Schwab's Los Altos, CA branch, your local investment firm offering financial services near you
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.
Robert Boyd
VP - Branch Manager
Jason Babcock
VP - Sr. Financial Consultant
Michael Evans
VP - Sr. Financial Consultant
Viren Kanyal
VP - Sr. Financial Consultant | CFP®, CWS®, MSF
Troy Kenyon
VP - Financial Consultant
Robert Mullarkey
VP - Sr. Financial Consultant | CWS®
Josh Sangalang
VP - Financial Consultant
Don Shin
VP - Sr. Financial Consultant | MBA
Dalten Smith
VP - Financial Consultant | CFP®
Marina Strasser
VP - Financial Consultant | CFP®
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.
1231 S. California Bvd
Walnut Creek, CA 94596
November 11, 2025
11:00 AM - 12:00 PM
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.
19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014
November 13, 2025
3:00 PM - 4:00 PM
Market Outlook
Market Outlook topic within WAM Market-Timely Topics Virtual & In-Person Invite - EML125019
6200 Stoneridge Mall Rd
Pleasanton, CA 94588
November 14, 2025
9:00 AM - 10:00 AM
Additional resources
Everything you need to take charge of your finances.
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)