Matthew Bohm | VP - Branch Manager
Matthew Bohm, AAMS®, CFP®, CWS®
VP - Branch Manager
| 949- 955-4087 949- 955-4087
I’m responsible for maintaining a high level of excellence at my branch, where we can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
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Schwab ranked by J.D. Power "Highest in Investor Satisfaction with Full Service Brokerage Firms, Three Years in a Row"

Financial Credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience
  • VP - Branch Manager, Charles Schwab, 2016-present
  • VP - Senior Financial Consultant, Charles Schwab, 2013-2016
  • VP - Financial Consultant, Charles Schwab, 2000-2013

Education

  • BA, Business Economics, University of Southern California
  • Dual Emphasis: Finance and Management Consulting

Community & Professional Affiliations

  • Orange County Performing Arts Business Partnership, 2004-2010

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Charles Schwab received the highest numerical score in the J.D. Power 2016-2018 Full Service Investor Satisfaction Study. 2018 study based on 4,419 total responses from 18 firms measuring opinions of investors who used full-service investment institutions, surveyed November-December 2017. Your experiences may vary. Visit jdpower.com

(0216-CMZL)

Branch Details
2020 Main Street,Suite #160
Irvine,CA 92614-8228
949-955-4099