Fresno, CA Office

Daniel Howard is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and six years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2019. Prior to that, he held roles at Sodexo and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jasvender Grewal is a financial advisor with Charles Schwab in Fresno, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Omar Khalil is a financial advisor with Charles Schwab, holding a Series 66 credential and bringing nine years of industry experience. He previously worked for Bank of America and Merrill for 12 years before joining Charles Schwab in 2026. Outside of his advisory role, he is a general partner and managing member of Balady Brothers LLC, a food event pop-up and catering business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within a large, integrated operational structure.

Joshua Demedeiros is a financial advisor with Charles Schwab in Fresno, CA, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. 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 and discretionary investment management using multi-asset model portfolios, supported by centralized custody, supervision, and a formal alternative-investment process.

Roland Berry is a financial advisor with Charles Schwab based in Fresno, CA. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior work includes four years at Merrill and Bank of America. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs.

Timothy Quick is a financial advisor with Charles Schwab in Fresno, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2007. Outside of his advisory role, he is involved in property management in Bakersfield, California. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Charles Richardson is a financial advisor with Charles Schwab in Fresno, CA. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2026 after completing full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 client relationship model that combines primarily non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a distinctive operational structure.

Noi Khamsone is a financial advisor with Charles Schwab in Fresno, CA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Robert Swanbeck is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 1999, including a role at Charles Schwab Bank, SSB since 2005, and at TD Ameritrade from 2022 to 2024. Charles Schwab 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 blend of non-discretionary and discretionary investment solutions supported by a centralized operational structure.