San Diego, CA Office

Cesar Fierro is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has eight years of industry experience. His prior experience includes roles at TD Ameritrade, Independent Financial Group, and Wells Fargo Clearing. 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 and offers multi-asset model portfolios supported by due diligence from Schwab Center for Financial Research.

Andrew Beckstrand is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Fidelity Brokerage Services LLC, Cuso Financial Services, LP, and E*Trade. He is based in San Diego, CA. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Stephanie Thompson is a financial advisor at Charles Schwab with over 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 1997. Her roles have included positions at Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment recommendations alongside access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and combination of advisory, brokerage, custody, and cash-sweep services.

Tian Lin is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, Tian Lin was a homemaker and involved with the Frisco Community Bible Church Christian Preschool. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and related managed-account solutions.

Eric Volinsky is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2010 to 2022. Outside of his advisory role, he owns a rental property in San Diego. 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 investment guidance and access to discretionary separately managed accounts, combining a scaled, integrated operational model with multi-asset portfolio management and alternative investment options.

Armand Bryant is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Scottrade, 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-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 custody and due diligence on alternative investments.

Kha Tran is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Charles Schwab and its affiliates since 2022 and previously spent 15 years at TD AMERITRADE Inc. 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 models with access to discretionary separate managed accounts and maintains a centralized operational platform for custody, order routing, and alternative investment due diligence.

John Eyer is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Bank of America, and Merrill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and custody arrangements.

Michael Gondek is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 18 years before joining Charles Schwab. Outside of his advisory role, he is a part owner of Nomad Donuts, a retail cafe in San Diego. 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 supported by centralized custody and operational infrastructure.

Michael Donaldson is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Co., Inc. since 2022, following an eight-year tenure at TD Ameritrade Inc. 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 multi-asset model portfolios and a formal alternative-investment onboarding process.

Aoife Ridge is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at TD Ameritrade for nine years before joining Charles Schwab in 2022. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Casey Clark is a Series 66-licensed financial advisor with Charles Schwab in San Diego, CA, and has nine years of industry experience. He has been with Charles Schwab since 2016. 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 both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and integrated custody and brokerage services.

Tsega Mehary is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Charles Schwab in 2023, she worked at TD Ameritrade Inc. for 25 years. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios with periodic reviews and a formal alternative investment selection process.

Joseph Tacto is a financial advisor with Charles Schwab based in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Charles Schwab since 2023 and maintains long-term affiliations with New Vision International and A.L. Williams. Outside of finance, he works in retail sales at Nordstrom. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large, integrated operational structure.

Bradley Schluter is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include work at Angel Oak Capital Advisors and TD Ameritrade. 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 multi-asset model portfolios and centralized custody and operational services.