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

San Jose - Milpitas

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

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Address

12 Ranch Drive
Milpitas, CA 95035-5103: opens in a new window

We are located at McCarthy Ranch in Milpitas on Ranch Blvd.

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.

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.

Eileen Bader

VP - Branch Manager

Chaiti Chatterjee

VP - Financial Consultant

Sneha Karihaloo

VP - Financial Consultant | MBA

Paul Yang

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

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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Automated Investing at Charles Schwab

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

275 Los Gatos Saratoga Rd
LOS GATOS, CA 95030

September 11, 2025
2:00 PM - 3:00 PM

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Market Outlook

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

2500 Farmers Ln
Santa Rosa, CA 95404

September 30, 2025
5:00 PM - 8:00 PM

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

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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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