Newport Beach
Visit Schwab's Newport Beach, 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.
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.
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
16 CORPORATE PLAZA DR
NEWPORT BEACH, CA 92660
October 16, 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.
16 CORPORATE PLAZA DR
NEWPORT BEACH, CA 92660
October 30, 2025
10:00 AM - 11:00 AM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
826 WILSHIRE BLVD
SANTA MONICA, CA 90401
October 17, 2025
10:00 AM - 11:30 AM
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)