A relationship you can trust, close to home.

Schwab Branch, Berkeley

1995 University Ave, Suite #100
Berkeley, CA 94704

Hours today:Closed

Branch phone:510-665-4646

For support 24/7:800-435-4000

Check deposits accepted until 5:00 p.m.

Cash deposits are not accepted.

It all starts when you walk into our branch.

Charles Schwab Berkeley Location
Colleen O'Brien

Colleen O'Brien

VP - Branch Manager

MBA

Dan Pease

Dan Pease

VP - Assistant Branch Manager



At our Berkeley Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.

We offer:

A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

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What to expect at an appointment

Knowledge brings opportunity. Join us for a local workshop.

Discover more ways to help you achieve your financial goals. We offer complimentary workshops where you can learn about investing, trading, saving, and so much more. Try one out—reserve your spot today. You don’t need to be a Schwab client to attend.

See all workshops

  • Portfolio Management and Personalized Advice at Charles Schwab

    ... Read More

    Berkeley
    1995 University Ave., Suite 100
    Berkeley, CA 94704

    May, 21 2019
    3:00 PM - 4:00 PM

    Reserve a spot

  • Getting Retirement Ready

    ... Read More

    Berkeley
    1995 University Ave., Suite 100
    Berkeley, CA 94704

    June, 04 2019
    3:00 PM - 4:00 PM

    Reserve a spot

  • Risk Management–Help to Protect Profits and Limit Losses

    ... Read More

    Berkeley
    1995 University Ave., Suite 100
    Berkeley, CA 94704

    June, 12 2019
    1:30 PM - 2:30 PM

    Reserve a spot

Ready to start investing?

It takes only minutes to open an account and get started.

Open an Account

Our Promise

  • Partnering

    You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms.

  • Advice

    We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable.

  • Choice

    We offer a broad range of investment options from leading asset managers across the industry, not just our own.

  • Transparency

    We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

  • Value

    We design our products and services with a goal of driving down costs, so investors have more money to invest.

Additional resources

Schwab has many ways to help you own your finances and take charge of your financial future. While you’re here, take a moment to look around.