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.

JJ Johnson
VP - Branch Manager | CWS®, MBA

Gilbert Alvarez
VP - Financial Consultant | CFP®

Chad Denney
VP - Sr. Financial Consultant

Mark Gregory
VP - Financial Consultant

Kevin Khu
VP - Financial Consultant | AAMS®

Christian Masariego
VP - Financial Consultant | CFP®

Marc Myers
VP - Sr. Financial Consultant | AAMS®, MBA

Nicole Novales
VP - Financial Consultant | AAMS®

Daniel Osorio
VP - Financial Consultant | AWMA®

Lisa Quartarone
VP - Financial Consultant | CWS®

Jerame Tillman
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.
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
2399 SEAL BEACH BLVD
SEAL BEACH, CA 90740
August 26, 2025
11:00 AM - 12:00 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
16 CORPORATE PLAZA DR
NEWPORT BEACH, CA 92660
August 28, 2025
10:00 AM - 11:00 AM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
11601 Wilshire Blvd Suite 100
Los Angeles, CA 90025
September 5, 2025
3:30 PM - 4:30 PM