San Francisco - California St

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

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Address

200 California Street, Floor 01
San Francisco, CA 94111-4344: opens in a new window

We are located in the heart of the Financial District - on the corner of California and Fremont - Freeway and BART accessible.

Garages located throughout the financial district. Validation not available.

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.

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.

Mark Anderson

VP - Branch Manager

Jeff Bowden

VP - Financial Consultant

Ashley Cosio

VP - Financial Consultant

Michael Davis

VP - Sr. Financial Consultant | AAMS®

Rich Kahan

VP - Financial Consultant | CFP®, MBA

Jubisa Montes

VP - Financial Consultant | CFP®, MBA

Matt Smith

VP - Financial Consultant | CFP®

Andrew Visci

VP - Sr. Financial Consultant | CWS®

Anthony Zeller

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

Exploring Fixed Income for Your Portfolio

Invite your guests to discover how fixed income investments, like bonds, can preserve capital and diversify their portfolio to help protect against market risks.

1231 S. California Bvd
Walnut Creek, CA 94596

August 21, 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.

1231 S. California Bvd
Walnut Creek, CA 94596

September 9, 2025
11:00 AM - 12:00 PM

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7 Fundamentals You Need for Investing Success

Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

1231 S. California Bvd
Walnut Creek, CA 94596

October 23, 2025
2:00 PM - 3:00 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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