Chula Vista, CA Office

Brett Morris is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, Morris serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Edgard Martinez is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Convoy Home Loans, Global Equity Finance, Academy Mortgage, and Gold Star Mortgage Financial. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.