Indian Wells, CA Office

Vlad Poston is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and Charles Schwab Bank since 2021. His prior experience includes roles at the Alzheimer's Association, College of the Desert, and Wells Fargo. 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 centralized operational infrastructure.

Michael Smith is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2007 and 2010, respectively. He is based in Indian Wells, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a formal due diligence process for alternative investments.

Nicholas Darrin is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Schwab. He serves as an advisory member for College of the Desert, providing annual input on business education initiatives. Charles Schwab serves a large client base including high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program. The firm integrates brokerage, custody, and advisory services with a multi-asset investment approach supported by centralized operations and alternative investment offerings.

Bianca Trujillo is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021. Prior to her current role, she held positions at Agua Caliente Casino Palm Springs and Berkshire Hathaway HomeServices. Outside of financial advising, she is involved in real estate development and construction management as a business owner. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and operational capabilities.

James Mc Caughey is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Isadore Schifano is a financial advisor with Charles Schwab who holds a Series 66 designation and has 24 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a large scale, integrated approach to wealth management.

Jessica Camacho is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014 and previously worked at Caliber Marketing Group, Inc. and Urban Edge Promotions, Inc. Camacho serves as a board member for Seiden-Juku, a nonprofit focused on martial arts education for adults and children with special needs, where she helps organize events. 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 combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios, due diligence on alternative investments, and integrated custody and brokerage services.

David Scott is a financial advisor with Charles Schwab in Indian Wells, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. 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, utilizing multi-asset model portfolios and centralized operational and supervisory structures.

Anne Knutzen is a financial advisor with Charles Schwab in Indian Wells, CA, holding a Series 66 designation and 13 years of industry experience. She has worked with Charles Schwab and Charles Schwab Bank since 2012 and 2014, respectively. Outside of her advisory role, she manages a rental property in Albuquerque, NM, with oversight provided remotely through a property management company. 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 a centralized operational structure and extensive client coverage.

Jesus Felix Leyva is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his advisory role, he worked at Apple and Nike, and he owns an independent film production company called Invictus Films LLC. Leyva is based in Indian Wells, California. 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 offers a multi-asset investment approach supported by centralized supervisory and custody infrastructure.