San Luis Obispo

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

Address

733 Marsh Street, Ste #100
San Luis Obispo, CA 93401-3901: opens in a new window

We are located in the heart of downtown San Luis Obispo.

Schwab marked parking and handicapped parking spaces available. Unmarked parking spaces can be used if available. Enter off of Garden Street. Metered parking in front of building and adjacent streets.

Hours

Mon - Fri: 8:30 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 805-788-0502
24/7 support: 800-435-4000

Appointments are encouraged so that we may provide you with the best service possible.

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.

Nick Rimmele

VP - Branch Manager | CWS®

Kayla Burd

VP - Financial Consultant

Bryan Crawford

VP - Financial Consultant

Jim Hamari

VP - Financial Consultant

Sam Rodgers

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.

Additional resources

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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.

(1025-SM77)

San Luis Obispo

Location Details for San Luis Obispo

Address

Hours

Contacts