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

San Diego

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

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Address

7510 Hazard Center Dr, Suite #407
San Diego, CA 92108: opens in a new window

We are located in Mission Valley on the left side of Rio San Diego drive three quarters of a mile from the Costco/IKEA shopping center and down the street from the Marriott Hotel.

Ample free parking in attached 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

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.

Derek Anthony

VP - Branch Manager | CFP®, CWS®

Tais De Rada

VP - Financial Consultant | CFP®

Edwin Espinal

VP - Sr. Financial Consultant | CFP®

Wes Franco

VP - Financial Consultant | CFP®

Andre Freed

VP - Financial Consultant | CFP®

Marek Ghezzi

VP - Financial Consultant | CFP®

Megan Gunn

VP - Assistant Branch Manager

Karlee Johnson

VP - Financial Consultant

Andrew Udvari

VP - Financial Consultant | CFP®

Alex Wall

VP - Financial Consultant | AWMA®, CFP®, MPAS®

Justin Wees

VP - Financial Consultant

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

Options Hedging Strategies

Market volatility is always an important factor that investors and traders need to contend with when making their trading decisions. Investors can help reduce downside market exposure through the proper use of relatively simple hedging strategies. This session explores ways to help reduce or limit the market risk of equities trading, through the use of covered calls, protective puts and collars.

7510 Hazard Center Dr Suite 407
San Diego, CA 92108

September 10, 2025
2:00 PM - 3:00 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.

7510 Hazard Center Dr Suite 407
San Diego, CA 92108

September 25, 2025
12:00 PM - 1:00 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.

(0225-RXK8)