San Francisco - West Portal

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

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Address

106 West Portal Ave
San Francisco, CA 94127-1306: opens in a new window

We located in the heart of the West Portal community.

2-Hour Parking is available on Wawona and other neighboring streets located behind the branch.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours.

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.

Rosalinda Tran

VP - Branch Manager

Stilwell Yang

VP - Assistant Branch Manager

Janet Chan

VP - Financial Consultant

Carolyn Chan

VP - Financial Consultant | CFP®

Andy Chan

VP - Financial Consultant

Philip Choi

VP - Sr. Financial Consultant

David Hines

VP - Financial Consultant | CFP®

Rory Laczkowski

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

Alvin Liao

VP - Financial Consultant

Steven Silver

VP - Financial Consultant

Angela Wong

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

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

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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.

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Why Everyone Needs an Estate Plan

Learn key estate planning concepts that will enable you to take greater control over your assets and better prepare you for a planning conversation with estate professionals.

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December 18, 2025
2:00 PM - 3:00 PM

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

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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