Santa Rosa | Financial Services & Brokerage | Charles Schwab

Branches near you

A relationship you can trust, close to home.

Schwab Branch, Santa Rosa

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

Branch phone:707-569-7801

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 Santa Rosa Location
Joseph Allen

Joseph Allen

VP - Branch Manager

AAMS®, AWMA®

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.

Appointments are encouraged so that we may provide you with the best service possible.

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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.

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