Menlo Park

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

Request appointment: opens in a new window

Address

800 El Camino Real, Suite #100
Menlo Park, CA 94025-4875: opens in a new window

We are located 3 blocks South of Santa Cruz Avenue between Ravenswood and Roble Ave., next to Jeffrey's Hamburgers.

Ample free parking in attached parking lot behind the office building.

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.

John Sheehan

VP - Branch Manager | CFP®

Gaby Bechwati

VP - Financial Consultant | CFP®

Nicholas Bragg

VP - Financial Consultant | CFP®

Shelby Bullion

VP - Financial Consultant | AWMA®

Andrew Burns

VP - Financial Consultant | CFP®, CPWA®

Therese Cleary Whiting

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

Max Everett

VP - Sr. Financial Consultant | AAMS®

Timothy Freeland

VP - Financial Consultant | CFP®

Jeffrey Gong

VP - Financial Consultant

Brandon James

VP - Financial Consultant

Dylan Jayasekera

VP - Financial Consultant | CFP®

Melody Lin

VP - Assistant Branch Manager

Julianna Miller

VP - Financial Consultant | AWMA®, CFP®

Karim Nalbandy

VP - Sr. Financial Consultant

Christian Petersen

VP - Financial Consultant | CFP®

Alex Rich

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

Daniel Schwartz

VP - Sr. Financial Consultant | CFP®

Nicholas Sexauer

VP - Sr. Financial Consultant

Feroz Subedar

VP - Financial Consultant | CFP®, CPWA®, MBA

Nate Walsh

VP - Financial Consultant

Tracy Zhang

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

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

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

Reserve a spot: opens in a new window

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

Reserve a spot: opens in a new window

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

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.

(0225-RXK8)