Walnut Creek

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

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Address

1231 S. California Blvd
Walnut Creek, CA 94596-5122: opens in a new window

We are located at the corner of Olympic and S. California Blvd.

Parking lot available entrance on S.California Blvd or on Botelho Dr. From So. California, enter the parking lot by making right turn in front of The Habit Restaurant. On far right side of the lot, are designated client spaces identified by Schwab Signs located near lobby entrance.

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.

George Chang

VP - Sr. Financial Consultant | CWS®

Ming Chen

VP - Sr. Financial Consultant | CFP®, CWS®, MBA

Jacob Figueira

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

Caleb Gordon

VP - Financial Consultant

Gokhan Guvenc

VP - Financial Consultant | MSF

Chuck Kallgren

VP - Sr. Financial Consultant

Douglas Kaminski

VP - Sr. Financial Consultant | CWS®

Phillip Mortensen

VP - Financial Consultant

Tyler Nicely

VP - Financial Consultant | CFP®

Miguel Ohara

VP - Financial Consultant | CFP®, MBA

Bryce Sadosky

VP - Financial Consultant

Kim Swanson

VP - Assistant Branch Manager | MBA

Jordan Urrutia

VP - Financial Consultant

Kaylie Varner

VP - Financial Consultant | CFP®

Jacob Zoller

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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7 Fundamentals You Need for Investing Success

Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

1231 S. California Bvd
Walnut Creek, CA 94596

October 23, 2025
2:00 PM - 3:00 PM

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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

November 11, 2025
11:00 AM - 12:00 PM

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

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Schwab Accounts

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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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