Santa Rosa

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

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Address

200 Fourth Street, Suite #100
Santa Rosa, CA 95401-6213: opens in a new window

We are located at the corner of Fourth and Davis Streets in Historic Railroad Square

Five parking spots for Schwab in lot behind the building. Metered parking in front of the building.

Hours

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

Contacts

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.

Joe Williams

VP - Branch Manager | AAMS®, AWMA®, CWS®

Patrick Bentivegna

VP - Sr. Financial Consultant | AAMS®, AWMA®

Jeff Cote

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

David Devincenzi

VP - Financial Consultant | AWMA®

Ayezah Holmes

VP - Financial Consultant | AAMS®, AWMA®

Steven Krikac

VP - Financial Consultant | AAMS®, AWMA®, CFP®

Ken Lazzini

VP - Financial Consultant | AWMA®, CFP®, MPAS®

Tracy Schmuhl

VP - Assistant Branch Manager | AAMS®, AWMA®, CFP®

Matt Taylor

VP - Financial Consultant | AAMS®, AWMA®, MBA

Steven Townsend

VP - Sr. Financial Consultant | CFP®

Marc Vera

VP - Sr. 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.

See more workshops

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

Reserve a spot: opens in a new window

Additional resources

Everything you need to take charge of your finances.

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Schwab Accounts

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Schwab Mobile App

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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.

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