San Francisco, CA 3rd St Office

Richard Lopez is a financial advisor at Charles Schwab with Series 66 credentials and experience in the financial services industry beginning in 2023. His prior roles include positions at JP Morgan Chase and First Republic Bank. Outside of finance, he has experience working in community services and the hospitality industry. 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, supported by multi-asset portfolios and a formal alternative-investment evaluation process.

Jenny Huang is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2022, following a decade at TD Ameritrade. Based in San Francisco, CA, she currently serves clients through Charles Schwab Premier Bank and Charles Schwab. 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Megan Li is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and five years of industry experience. She has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2019. Prior to that, she was involved with the Kitchen of Alameda and the Alpha Chi Omega, Iota Nu Chapter. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive advisory and brokerage services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary and discretionary investment solutions with centralized supervision and an integrated operational structure.

Liam Powers is a financial advisor at Charles Schwab with 7 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, among other firms. 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 discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.