A relationship you can trust, close to home.

Schwab Branch, Santa Rosa

200 Fourth Street, Suite #100
Santa Rosa, CA 95401

Hours today:8:30 a.m. - 5:00 p.m.
Monday - Friday8:30 a.m. - 5:00 p.m.
SaturdayClosed
SundayClosed

Branch phone:707-569-7801

For support 24/7:800-435-4000

Check deposits accepted until 5:00 p.m.

Cash deposits, money orders and traveler's checks are not accepted.

It all starts when you walk into our branch.

Charles Schwab Santa Rosa Location
Joe Williams

Joe Williams

VP - Branch Manager

AAMS®, AWMA®, CWS®

Tracy Schmuhl

Tracy Schmuhl

VP - Assistant Branch Manager

AAMS®, AWMA®, CFP®

At our Santa Rosa 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 there are eligibility requirements to work with a dedicated Financial Consultant, the team at your local branch is ready to help answer your questions and offer guidance and support.