Bay Area, California has Visit a branch

Financial guidance that's close to home.

With multiple Schwab branches throughout the Bay Area, professional financial help is never far away. Providing personalized support with accountability and transparency, our team is ready to answer your questions and help you work toward your tomorrow.

Let's start the conversation.

To provide you with personalized support, we'd like to know a little bit about you first. Just answer a few questions about yourself, and one of our team members will contact you via email or phone.

Here's what our Financial Consultants deliver.

  • A dedicated relationship.1

    Your Schwab Financial Consultant will get to know you and your needs to provide the financial solutions that fit you best.

  • Personalized advice.

    Your Schwab Financial Consultant will work with you to create and adjust a financial plan to meet your goals as they evolve.

  • Access to services and expertise.

    Your Schwab Financial Consultant can connect you to solutions and specialists for more complex financial needs.

  • Available at no cost to you.2

    There is no charge to work with a Financial Consultant. See how our Financial Consultants are compensated.

Learn more about working with a Schwab Financial Consultant