Mission Viejo | Financial Services & Brokerage | Charles Schwab

Branches near you

A relationship you can trust, close to home.

Schwab Branch, Mission Viejo

27201 Puerta Real, Suite #100
Mission Viejo, CA 92691

Branch phone:949-348-4170

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 Mission Viejo Location
Karen Jordan

Karen Jordan

VP - Branch Manager

CFP®, MBA

At our Mission Viejo 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.

Request appointment
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

  • Schwab Intelligent Portfolios: An Automated Investment Advisory Service

    Meet the technology that can change the way you in... Read More

    Mission Viejo
    27201 Puerta Real, Ste. 100
    Mission Viejo, CA 92691

    June, 27 2017
    12:00 PM - 1:00 PM