Schwab Branch, San Luis Obispo

Branch Hours
Mon - Fri: 8:00 am - 5:00 pm
Sat: Closed
Sun: Closed
Check deposits accepted until 5:00 pm
At our San Luis Obispo Branch, you can find a modern approach to wealth management that starts with a dedicated Financial Consultant.
We are located in the heart of downtown San Luis Obispo.
Appointments are encouraged so that we may provide you with the best service possible.
Charles Schwab San Luis Obispo Location
733 Marsh Street, Ste #100
San Luis Obispo, CA
Request an appointment
For a consultation with an investment professional, schedule online
or call us at 805-788-0502.
Attend a workshop
Get the answers you need at our in-person workshops---at no cost to you.
Schwab Brokerage services at this branch
  • New accounts
  • Investment advice
  • Retirement guidance
  • Does not accept cash deposits
  • Financial planning
  • Check deposits accepted until 5:00 pm
  • No check printing capabilities
Upcoming Workshops at branches near you
At our workshops, you'll get insights from Schwab investment professionals—whether or not you're a Schwab client.
Workshop Name Location When  
Fuel Your Trading with StreetSmart Edge (TM)
Discover how StreetSmart Edge`s powerful tools wor... Read More
Santa Barbara
240 Third Street, Suite 100
Los Altos, CA 94022
December, 10 2015
10:00 am - 11:00 am
Introduction to Options
Find out what options are, how they are valued, an... Read More
San Luis Obispo
733 Marsh St., Suite 100
San Luis Obispo, CA 93401
December, 15 2015
11:00 am - 12:00 pm
Stock Selection -The Schwab Way
Take a deeper look into Schwab Equity Ratings (SER... Read More
San Luis Obispo
733 Marsh St., Suite 100
San Luis Obispo, CA 93401
December, 15 2015
1:00 pm - 2:00 pm
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."

With long options, investors may lose 100% of funds invested. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Writing uncovered options involves potentially unlimited risk.

Local Branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.