Visit Schwab's Pleasanton, CA branch, your local investment firm offering financial services near you.
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.
VP - Branch Manager
VP - Assistant Branch Manager | CFP®
VP - Sr. Financial Consultant | CFP®, CWS®, MBA
VP - Financial Consultant | CFP®
VP - Financial Consultant | CFP®
VP - Financial Consultant
VP - Financial Consultant | CFP®
VP - Sr. Financial Consultant | CWS®
VP - Financial Consultant
VP - Financial Consultant
VP - Financial Consultant
VP - Sr. Financial Consultant | CFP®, CWS®
VP - Financial Consultant | AAMS®
VP - Financial Consultant
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.
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014
January 8, 2026
3:00 PM - 4:00 PM
Investing made easier. Learn about your options for automated investing with human help when you need it.
19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014
February 12, 2026
3:00 PM - 4:00 PM
Learn key estate planning concepts that will enable you to take greater control over your assets and better prepare you for a planning conversation with estate professionals.
19499 STEVENS CREEK BLVD., STE. 100
CUPERTINO, CA 95014
March 12, 2026
3:00 PM - 4:00 PM
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)
