Los Angeles, CA 1840 Century Park East Office

Samuel Schwartz is a CFP® with 18 years of industry experience, currently serving at Charles Schwab since 2020. His prior experience includes roles at Fidelity Brokerage Services and an earlier tenure at Charles Schwab dating back to 2007. He serves as a board member for Growing Place, an education-focused nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by centralized custody and a range of integrated advisory and brokerage solutions.

Nogosa Atekha is a financial advisor at Charles Schwab in Los Angeles, CA, holding a Series 66 designation. Atekha's professional background includes experience with William Blair and the Nigerian National Petroleum Corporation, alongside time spent in education roles. Charles Schwab 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 offers both non-discretionary and discretionary investment options using multi-asset model portfolios and emphasizes an integrated approach with centralized custody and operational support.

Shahab Khavarani is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Outside of his advisory role, Khavarani provides in-home supportive services, assisting with grocery shopping and medical appointments. 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 options, supported by an integrated operational structure and centralized custody, brokerage, and advisory functions.

Ashley Nobel is a CFP® with six years of industry experience, currently serving at Charles Schwab since 2019. Prior to that, she worked at Bank of America and California State University Northridge. Nobel holds Series 63 certification and is based in Los Angeles, CA. 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 provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and formal alternative-investment processes.

Zachary Springer is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Uber, CLF Asset Management, Riley's Wines of the World, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Steven Kim is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at TD Ameritrade from 2009 to 2022 before joining Charles Schwab in 2022. Outside of advisory work, he serves as a co-trustee for a family rental property, assisting with administrative duties. 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 and discretionary investment guidance using multi-asset portfolios and centralized operational structures.

Charles Perez is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at HNTB and pursued full-time education before joining Schwab. 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 a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Carter Taylor is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 63 designation and 30 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank, SSB 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Parvene Barimani is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 license and two years of industry experience. Prior to joining Schwab, Barimani worked at Blue Shield of California and held positions related to Pepperdine University and Pepperdine Graziadio Business School. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory programs and discretionary separately managed accounts managed by affiliated entities. Schwab’s integrated structure supports a large client base with centralized operational and supervisory services.

Brandon Floyd is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., LPL Financial LLC, and Logix Federal Credit Union. His prior non-financial experience includes working at Design Masonry. 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 operates a hybrid advisory model combining non-discretionary recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Torrey Magaard is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Charles Schwab in 2024, Magaard worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2015 to 2024. Outside of advisory work, Magaard is a co-founder and owner of Torreys Natural Snacks LLC, a food and snack startup based in Sherman Oaks, CA. Charles Schwab 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational platform.

Nathan Lugo is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab in Los Angeles, CA. His prior experience includes roles at Fidelity Personal and Workplace Advisors, JPMorgan Securities LLC, and TD Ameritrade Investment Management. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brad Simpson is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Schwab in 2025, he worked at Fidelity Investments and spent seven years with The Agency. 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 multi-asset model portfolios alongside a structured due diligence process for alternative investments.

Ross Thompson is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large integrated structure with centralized custody and order-routing.

Andrew Rezkalla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Charles Schwab since 2010 and also works with Charles Schwab Bank, SSB since 2014. Outside of his advisory role, he manages a rental property in Indiana. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, extensive research, and a centralized operational structure.