Newport Beach, CA Corporate Plaza Dr Office

Stephen Smith is a CFP® professional with 15 years of industry experience, currently serving at Charles Schwab in Newport Beach, CA. He has been with Charles Schwab and Charles Schwab Bank since 2017. Outside of his advisory role, he rents out rooms in his personal residence. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and research from Schwab Center for Financial Research.

Nathan Delgado is a financial advisor at Charles Schwab with Series 66 credentials and no prior industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., American Healthcare REIT, and the UCI Financial Aid Office. 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 multi-asset model portfolio approach and centralized operational structure.

Scott Lee is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab since 2021, as well as positions in education and other fields earlier in his career. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence from its research center.

Lu Stone is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Bank of America, Merrill, JP Morgan, and Wells Fargo. Outside of his advisory role, Stone serves as president of the Southern California Chinese Association, where he provides guidance on marketing strategy, hosts events, and offers career coaching and mentorship. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

Mark Stanga is a financial advisor at Charles Schwab with one year of industry experience. He previously led The Stanga Group for ten years before joining Charles Schwab and Charles Schwab Bank, SSB. He holds a Series 66 designation and is based in Newport Beach, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Neilson Licos is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., UBS, and the University of Arizona. 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 offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and a centralized operational structure.

Callum Culmer is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank, SSB since 2014. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal process for alternative investments.

Michael Villanueva is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including PFG Advisors, Securities America, Comerica Securities, Merrill, and Wells Fargo. Villanueva operates out of Newport Beach, CA. 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 the Schwab Center for Financial Research.

Karlee West is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at NYLIFE Securities LLC, New York Life Insurance, Northwestern Mutual, and Charles Schwab Bank. Outside of finance, she was involved with Mamaka Bowls from 2023 to 2024. 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 a mix of non-discretionary and discretionary investment options, supported by strategic asset allocation and a centralized operational structure.

Adam Hess is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in professional basketball and related athletic organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Eric Hom is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2015 and at Charles Schwab Bank since 2018. Based in Newport Beach, CA, Hom has spent his career within the Schwab organization. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Trevor Williams is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at The Judge Group and involvement with Zeta Tau Alpha and the South Padre Island Fire Department. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance using multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Matthew Bohm is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Camila Veron is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Charles Schwab Bank SSB, Shop Your Own Mortgage, and the Consulado General de la Republica Argentina. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Jeffrey Stubbert is a CFP® with 32 years of experience in the financial industry. He has been with Charles Schwab since 1995 and also works with Charles Schwab Bank, where he has been employed since 2005. Based in Newport Beach, CA, he holds a Series 63 license. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.