Thousand Oaks - Westlake
Visit Schwab's Thousand Oaks, 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.
Shawn Bean
VP - Branch Manager
Todd Burton
VP - Assistant Branch Manager
Scott Collins
VP - Sr. Financial Consultant | CWS®
David Hess
VP - Sr. Financial Consultant
Jing Liu
VP - Financial Consultant
Bobby Mirmiran
VP - Financial Consultant
Sirtaj Puri
VP - Financial Consultant | AAMS®
John Raile
VP - Sr. Financial Consultant | CFP®
Roy Schilder
VP - Financial Consultant | AAMS®
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
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)