In response to the COVID-19 virus and to protect our clients, our teams and our communities, this branch remains temporarily closed to public access. Updates will be posted as we work to safely open our branches on a localized basis. Until then, we are still here to support you virtually. Please contact your Schwab Financial Consultant, contact our 24/7 Service Center at 800-435-4000, or visit schwab.com/FAQs. For additional ways to work with us digitally, visit schwab.com/go-digital.

A relationship you can trust, close to home.

Schwab Branch, Mission Viejo

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

Hours today:8:00 a.m. - 5:00 p.m.

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.