San Francisco - Presidio Heights
Visit Schwab's San Francisco, 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.
Rosalinda Tran
VP - Branch Manager
Stilwell Yang
VP - Assistant Branch Manager
Gerald Cloney
VP - Sr. Financial Consultant | CFP®
Chase Goulart
VP - Financial Consultant
Allen Lee
VP - Financial Consultant | CFP®
Mathias Picot
VP - Financial Consultant
Michael Qi
VP - Financial Consultant
Helen Yang
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.
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
November 11, 2025
11:00 AM - 12:00 PM
Market Outlook
Market Outlook topic within WAM Market-Timely Topics Virtual & In-Person Invite - EML125019
6200 Stoneridge Mall Rd
Pleasanton, CA 94588
November 14, 2025
9:00 AM - 10:00 AM
Why Everyone Needs an Estate Plan
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.
1231 S. California Bvd
Walnut Creek, CA 94596
December 18, 2025
2:00 PM - 3:00 PM
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)