Bay Area | Find a branch 

Trusted financial guidance with added convenience.

Get guidance and support that can help you invest your way, with no cost to get started. The Bay Area is home to Schwab Financial Consultants who believe in giving you the power of choice, so you can invest, trade, and get advice when you need it.

Trusted financial guidance with added convenience.

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 service.

    Your Schwab Financial Consultant will provide support and planning that’s designed around your preferred investing choices.

  • Access to services and expertise.

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

  • No cost to get started.²

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

Let’s start the conversation.

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