Irvine, CA Main Street Office

Jimmy Lin is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Charles Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Kristen Ahrend is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 licenses with one year of industry experience. Her work history includes roles at Charles Schwab Bank and Charles Schwab since 2022, as well as prior experience in the food and service industries. Outside of advising, she is a certified Pilates instructor and works as an independent consultant for a consumer goods 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 services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and maintains a large, integrated operational structure supporting a broad client base.

Becky Burns is a financial advisor at Charles Schwab with 27 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021, following 15 years at TD Ameritrade Investment Management, LLC and 19 years at TD Waterhouse Investor Services, Inc. Charles Schwab & Co., Inc. serves a large client base of 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 advisory options with multi-asset model portfolios, supported by centralized custody, order-routing, and a formal alternative-investment onboarding process.

Cameron Baker is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at New York Life and Eastdil Secured, as well as work in public outreach and education. 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 mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Joseph Mccullough Jr. is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab since 2006 and Charles Schwab Bank, SSB since 2011. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Stephen Wight is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include tenures at TD Ameritrade Inc. and TD Ameritrade Investment Management, LLC. He has worked with Charles Schwab and its affiliated entities since 2010. 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 related financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Timothy Brady is a financial advisor with Charles Schwab in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm’s approach integrates both non-discretionary and discretionary investment management using multi-asset model portfolios and access to alternative investments.

Rhett Savitch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Irvine, CA. He has been with Charles Schwab and its affiliated entities since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a structured approach to alternative investments.

Kanin Sathienvantanee is a CFP® credentialed advisor with Charles Schwab, bringing 21 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2005. Prior to his advisory role, he was involved in real estate and property management from 2013 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Jesse Serra is a financial advisor with Charles Schwab in Irvine, CA, holding a CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience, with prior roles at JP Morgan Securities and JPMorgan Chase Bank from 2015 to 2022 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base 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 ongoing research and alternative investment due diligence.

Sydney Andersen is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Junio & Taylor APC, LBA Realty, and the Fish in a Bottle Restaurant. Andersen's background also includes several years in full-time education. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investments due diligence.

Brenden Peterson is a financial advisor with Charles Schwab in Irvine, CA, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Charles Schwab Bank, Chicago Title, MetLife, Montage Resorts, and Eugene Country Club. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational and supervisory structures.

Kyle Ferlic is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade, Inc. and Monex Deposit 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 uses a primarily non-discretionary client relationship model combined with access to discretionary separately managed accounts and provides multi-asset model portfolios with periodic reviews and alternative investment options.

Suraj Puri is a financial advisor at Charles Schwab in Irvine, CA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Dunham & Associates Investment Counsel, LPL Financial, and Truist Bank. 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 multi-asset model portfolios and alternative investment due diligence.

Tingyi Wu is a financial advisor at Charles Schwab in Irvine, CA, holding a Series 66 designation. Wu has one year of industry experience, including previous roles at Morgan Stanley and Charles Schwab Bank, SSB. Prior to entering the financial industry, Wu worked in education and retail. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers research-backed multi-asset model portfolios and alternative investment options.