Santa Barbara, CA Office

David Hellewell is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 23 years of industry experience. He worked at Fidelity from 2004 to 2009 before joining Charles Schwab in 2009, where he has been since. 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 strategic asset allocation approach supported by centralized operational and custody arrangements.

Kayla Trujillo is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Charles Schwab affiliates since 2015, including Charles Schwab Premier Bank, SSB, 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational resources.

Andrew Christensen is a financial advisor with Charles Schwab in Santa Barbara, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, he worked at Pacific Life for two years and was involved with the San Luis Obispo Country Club in 2022. 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 mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and alternative investment due diligence.

Jarumon Peiffer is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022. His prior experience includes roles at Merrill and Robinsoak Management, LLC. Peiffer also spent time with the UN Sustainable Development Solutions Network and New York University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s 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 a multi-asset strategic allocation approach and centralized operational infrastructure.

George Rimmele is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank since 2019. Based in Santa Barbara, CA, he serves clients through Schwab’s integrated wealth advisory platform. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and a multi-asset model portfolio approach.

Vincente De Lucia is a financial advisor at Charles Schwab with a Series 66 designation and over a decade of industry experience. His prior roles include positions at Beacon Pointe Advisors, LLC, LPL Financial, LLC, and Diversified Financial. He is currently based in Santa Barbara, 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 provides a range of integrated brokerage, custody, and advisory services.

Scott Riesen is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Charles Schwab in Santa Barbara, CA, where he has worked since 2018, following a decade at TD Ameritrade and concurrent self-employment since 2009. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions combined with brokerage and custody services.

Robert Blunt Sr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Charles Schwab since 2003, with roles spanning 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach supported by centralized operational and custody services.

Jim Hamari is a financial advisor with Charles Schwab in Santa Barbara, CA, holding a Series 63 designation and 35 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 1995 and 2005, respectively. Outside of his advisory role, Hamari serves as a commission member for the Revenue Enhancement Oversight Commission in San Luis Obispo and is president of the Pale Kai Outrigger sports club. 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 provides integrated advisory, brokerage, custody, and cash-sweep services with a client relationship model that blends non-discretionary guidance and access to discretionary separately managed accounts.

Rachel Burkley is a financial advisor with Charles Schwab in Santa Barbara, CA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2015. 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 a formal alternative-investment onboarding process.

Henry Glasheen is a financial advisor with Charles Schwab in Santa Barbara, CA, holding Series 63 and Series 66 licenses and 41 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory work, Glasheen serves on the Board of Trustees and the Development Committee for The Land Trust for Santa Barbara County, a nonprofit organization focused on reducing development density by acquiring land and development rights. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of advisory, brokerage, custody, and cash-sweep services. The firm offers a mix of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Jorge Caro Arias is a financial advisor with Charles Schwab in Santa Barbara, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MUFG Union 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 a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s model integrates non-discretionary client relationships with access to affiliated discretionary separately managed accounts, and utilizes multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrew Walton is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Charles Schwab in Santa Barbara, CA. He has been with Charles Schwab and Charles Schwab Bank since 2012. Outside of his advisory role, he manages rental properties in Ventura, CA. 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 range of multi-asset investment strategies supported by in-house research and due diligence.

Brooke Harcsa is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Law Office of Guneet Kau and Strategic Healthcare Programs. Brooke is based in Santa Barbara, CA. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts within an integrated custodial and brokerage platform.

Jasmine Bucago is a financial advisor with Charles Schwab in Santa Barbara, CA. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at Wells Fargo and Charles Schwab Bank. Outside of finance, she has been involved with community organizations such as the Boys & Girls Club of The North Valley and the Shalom Free Clinic. 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 both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.