08/25/2025: In observance of the upcoming holiday, the branch will be closed on Monday, September 1.

Mission Viejo

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

Request appointment: opens in a new window

Address

27201 Puerta Real, Suite #100
Mission Viejo, CA 92691-8570: opens in a new window

Two Charles Schwab designated parking spots in front of our building, additional parking lot available.

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.

Karen Jordan

VP - Branch Manager | CFP®, MBA

Brett Jones

VP - Financial Consultant | CFP®

Andy Marinos

VP - Sr. Financial Consultant | MBA

Chase Pollard

VP - Sr. Financial Consultant | CFP®, MBA

George Ramirez

VP - Financial Consultant

James Rangel

VP - Sr. Financial Consultant

Eric Ritossa

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

Brian Sognefest

VP - Financial Consultant | CFP®, MBA

Jason Underwood

VP - Financial Consultant | AAMS®, CFP®

Brian Ward

VP - Financial Consultant | CFP®

Riley Wilson

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.

See more workshops

Managing Your Financial Life with Schwab.com

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

27201 PUERTA REAL, STE. 100
MISSION VIEJO, CA 92691

August 28, 2025
3:00 PM - 4:15 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.

16 CORPORATE PLAZA DR
NEWPORT BEACH, CA 92660

August 28, 2025
10:00 AM - 11:00 AM

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.

2825 Main St
Irvine, CA 92614

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)