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

Newport Beach

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

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Address

16 Corporate Plaza Dr
Newport Beach, CA 92660: opens in a new window

Ample parking available in the free parking lot.

Hours

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

Contacts

Appointments are encouraged 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.

Shane Lunneborg

VP - Branch Manager | CFP®

Callum Culmer

VP - Sr. Financial Consultant

James Helsel

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

Eric Hom

VP - Financial Consultant | AAMS®

Scott Lee

VP - Financial Consultant

Thea Lewis

VP - Financial Consultant | CFP®, CWS®

Timothy Mosley

VP - Sr. Financial Consultant | CWS®

Garland Sharp

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

Stephen Smith

VP - Financial Consultant | AAMS®, CFP®

Lu Stone

VP - Financial Consultant

Jeffrey Stubbert

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

Catherine 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.

16 CORPORATE PLAZA DR
NEWPORT BEACH, CA 92660

September 25, 2025
10:00 AM - 11:00 AM

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Managing Your Financial Life with Schwab.com

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

11601 Wilshire Blvd Suite 100
Los Angeles, CA 90025

September 5, 2025
3:30 PM - 4:30 PM

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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

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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.

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