San Francisco, CA 3rd St Office

Gregory Schreiner is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2006 and 2008, respectively. 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 investment guidance, using multi-asset model portfolios and alternative investment options, supported by centralized supervisory and custody arrangements.

Richard Lopez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at JP Morgan Chase and First Republic Bank. He has also been involved with Casa Alegra Community Services. 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 a large client base with a dual-registered broker-dealer and investment adviser structure, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Megan Li is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and six years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2019. Her prior work includes roles at Kitchen of Alameda and involvement with Alpha Chi Omega, Iota Nu Chapter during her time at the University of California-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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized supervisory and custody arrangements.

Summer Jones is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in San Francisco. She has held positions at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade, among others. Outside of finance, she teaches ballet to young children at the Tutu School. 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, offering clients multi-asset model portfolios and a formal alternative investment onboarding process.

Liam Powers is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade, as well as Moody’s Analytics. 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 research from the Schwab Center for Financial Research.