Napa

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

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Address

935 Franklin Street
Napa, CA 94559-2916: opens in a new window

We are located on Franklin Street between 1st and 2nd Street in Downtown Napa

Free garage parking under the building. Free parking on Franklin and Clay Streets.

Hours

Mon - Fri: 8:30 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 707-259-2900
24/7 support: 800-435-4000

Please schedule an appointment before visiting so that we may provide you with the best service possible.

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.

Joe Williams

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

Tracy Schmuhl

VP - Assistant Branch Manager | AAMS®, AWMA®, CFP®

Walter O. Bennett

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

Ben Gongora

VP - Sr. Financial Consultant

Jeff Roman

VP - Financial Consultant

Kerry Romstad

VP - Financial Consultant | AAMS®

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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935 Franklin St
Napa, CA 94559

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12:00 PM - 1:00 PM

Reserve a spot

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

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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.

(1025-SM77)

Napa

Location Details for Napa

Address

Hours

Contacts