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• Juan R. Ortiz | Financial Consultant in CA | Charles Schwab

  Juan R. Ortiz is a Financial Consultant at Charles Schwab serving Brea, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jacob Zoller | Financial Consultant in CA | Charles Schwab

  Jacob Zoller is a Financial Consultant at Charles Schwab serving Walnut Creek, CA. Request an appointment or contact us today to speak with a financial consultant.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Why the Jobs Report Matters to Investors | Charles Schwab

  The Employment Situation report is known for moving the markets. Learn why.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  Feeling charitable but on a budget? Here are meaningful ways to support causes important to you and still stay within your means.

• 5 Types of Mortgage Loans to Consider | Charles Schwab

  Want to learn about different types of mortgage loans? Discover how different types of mortgages work, plus pros and cons to consider. Get started here.

• Nvidia on Deck with Tariffs, Blackwell Sales Eyed | Charles Schwab

  Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.

• IPO & DPO Stocks: Types of New Issue Stocks | Charles Schwab

  What is an IPO? What is a direct public offering? Get answers about IPO stocks and direct listings with Schwab’s trading expertise.

• Repeat After Me: With Guests Jennifer LeMesurier & Tali Sharot | Charles Schwab

  Why is it that when we see the same statement multiple times, we are more likely to believe it's true?