San Francisco

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

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Address

211 Main Street
San Francisco, CA 94105: opens in a new window

Located at 211 Main Street in the financial district of San Francisco.

Metered parking 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.

Richard Armellini

VP - Branch Manager | CWS®

Steven Aliano

VP - Sr. Financial Consultant | CFP®

Andrew Azori

VP - Financial Consultant | CFP®

Robert Cabeceiras

VP - Sr. Financial Consultant

Jack Chau

VP - Financial Consultant

Michael Dickman

VP - Sr. Financial Consultant | CFP®

Scott Durcanin

VP - Sr. Financial Consultant | CWS®

Jeremy Hoover

VP - Sr. Financial Consultant

Benson Huang

VP - Financial Consultant | CFP®

Jenny Huang

VP - Financial Consultant

Megan Li

VP - Financial Consultant | CFP®

Rachel Nelliot

VP - Financial Consultant | CFP®

Liam Powers

VP - Financial Consultant

Michelle Raczek

VP - Sr. Financial Consultant | CFP®, CWS®

Summer Salisbury

VP - Financial Consultant | CFP®

Gregory Schreiner

VP - Sr. Financial Consultant | AAMS®, CFP®, ChFC®, MBA

James Titus

VP - Sr. Financial Consultant | CFP®, CIMA®, CPWA®

Bernard Tong

VP - Sr. Financial Consultant | CFP®, CWS®

Angel Wang

VP - Financial Consultant | AWMA®

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.

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Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

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Walnut Creek, CA 94596

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11:00 AM - 12:00 PM

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Market Outlook topic within WAM Market-Timely Topics Virtual & In-Person Invite - EML125019

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

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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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