Menlo Park
Visit Schwab's Menlo Park, 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.
John Sheehan
VP - Branch Manager | CFP®
Melody Lin
VP - Assistant Branch Manager
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®
Caroline Maglio
VP - Financial Consultant
Nolan Michaels
VP - Financial Consultant | CFP®
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.
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014
October 9, 2025
3:00 PM - 4:00 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
October 21, 2025
2:00 PM - 3:00 PM
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
1231 S. California Bvd
Walnut Creek, CA 94596
October 23, 2025
2:00 PM - 3:00 PM
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)