Rancho Bernardo

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

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Location Details for Rancho Bernardo

Address

10920 Via Frontera, Suite #100
San Diego, CA 92127-1730: opens in a new window

Our Branch is located west of Interstate 15 on the north side of Via Frontera. The nearest cross street is West Bernardo Drive.

Ample free parking in parking lot in front of office building.

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. After-hours meetings are available by appointment only.

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.

Andrea Ruiz

VP - Branch Manager | AWMA®, CWS®

Juan Fernandez III

VP - Financial Consultant

Calvin Hoffeld

VP - Financial Consultant

Brian Mancuso

VP - Financial Consultant | CFP®, MBA

Daliya Mansour

VP - Financial Consultant

Ron Roff

VP - Sr. Financial Consultant | AAMS®

Saul Serano

VP - Financial Consultant

Aysha Williams

VP - Financial Consultant

Kaseem Wisdom

VP - Financial Consultant | CFP®, MBA

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

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7510 Hazard Center Dr Suite 407
San Diego, CA 92108

October 21, 2025
12:00 PM - 1:00 PM

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Automated Investing at Charles Schwab

Investing made easier. Learn about your options for automated investing with human help when you need it.

7510 Hazard Center Dr Suite 407
San Diego, CA 92108

November 5, 2025
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Additional resources

Everything you need to take charge of your finances.

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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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