San Diego, CA Hazard Center Dr. Office

Cody Bingham is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation. He has experience across several roles since 2023, including positions at Cetera-affiliated firms and Charles Schwab entities. Outside of advisory work, he has been involved with Patara Shoes, LLC for six years. 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 models with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory solutions.

Daniel Fuentes is a Series 66-registered financial advisor with Charles Schwab, based in San Diego, CA, and has two years of industry experience. His prior work includes roles at Mutual of Omaha and Pacific Home Care, as well as five years in full-time 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios backed by research from the Schwab Center for Financial Research.

Edwin Espinal is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Charles Schwab and its affiliated banking entity since 2015. Charles Schwab & Co., Inc. provides wealth advisory and managed-account services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andrew Udvari is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2018. 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 alongside discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Justin Wees is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2003 and 2005, respectively. 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 model portfolio approach supported by centralized custody and operational infrastructure.

Kyle Campa is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management along with brokerage and custody services. The firm is notable for its scale and integrated structure, combining advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment program.

Megan Gunn is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her prior work experience includes roles at First Republic Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of her advisory work, she serves as an independent consultant mystery shopper for several consumer service companies. 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, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and integrated operational capabilities.

Miguel Herrera Fraga is a financial advisor at Charles Schwab with a Series 66 designation and recent entry into the industry. Prior to joining Schwab, his background includes roles at Vuori and involvement with Surfboardbroker Inc, alongside several years engaged in 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 related managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and offers a distinctive integrated operational structure.

Kevin Kirlin is a financial advisor at Charles Schwab with three years of industry experience and a Series 66 designation. His prior work includes roles at Morgan Stanley and Virginia Tech. He has also held seasonal positions with various beach patrol organizations. 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 both non-discretionary and discretionary investment solutions supported by a multi-asset portfolio approach and centralized operational infrastructure.

Evan Angone is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He previously worked at TD Ameritrade and Family First Life, among other firms, and has experience in both advisory and financial services roles. Outside the financial sector, he has worked in hospitality services at the Beverly Hills Hotel. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and a range of advisory, brokerage, and custody solutions.

Tais De Rada is a financial advisor at Charles Schwab with seven years of industry experience. They hold a Series 66 designation and have worked at several firms including TD Ameritrade, Morgan Stanley, and Taiyo Yuden. Their current tenure at Charles Schwab and Charles Schwab Bank spans six years. 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 combination of non-discretionary and discretionary investment management, supported by centralized custody and operational infrastructure.

Ryan Franco is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as brief positions outside finance at a restaurant and a health services agency. 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, offering a combination of non-discretionary and discretionary investment options with centralized custody and operational support.

Alexander Wall is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Charles Schwab Bank and SC Distributors, LLC, and has experience in the hospitality industry at Masters Kitchen and Cocktail. He also spent five years at California State University San Marcos. Charles Schwab & Co., Inc. serves a broad 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 and discretionary investment services, supported by multi-asset model portfolios, research, and a distinctive operational structure.

Micah Mendillo is a financial advisor at Charles Schwab with one year of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab Premier Bank, Morgan Stanley, and TD Ameritrade Institutional. Prior to entering finance, he worked in education and operated a business in the personal care sector. 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 centralized operational and custodial services.

Jorge Figueroa is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked in roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several hospitality and insurance companies. 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, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts.