Skip to content

Charles SchwabFinancial advisor in Dana Point, CA

Charles Schwab is a financial advisor at 2 Ritz Carlton Dr Unit 203, Dana Point, CA 92629, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dana Point, CA0 paid placements in any rankingHow we rank

Call (949) 257-0120Website ↗

Key facts

Key facts about Charles Schwab
Address2 Ritz Carlton Dr Unit 203, Dana Point, CA 92629Get directions
Phone(949) 257-0120
Websiteschwab.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Serves Dana Point and 11 towns within 25 miles: Laguna Niguel, San Juan Capistrano, Laguna Beach, Aliso Viejo, San Clemente, Ladera Ranch, Mission Viejo, Laguna Woods, Laguna Hills, Coto De Caza and Lake Forest.

Based in Dana Point, CAView on map

Opening hours

Opening hours for Charles Schwab
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Charles Schwab

What are Charles Schwab’s hours?

Charles Schwab is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Charles Schwab serve?

Serves Dana Point and 11 towns within 25 miles: Laguna Niguel, San Juan Capistrano, Laguna Beach, Aliso Viejo, San Clemente, Ladera Ranch, Mission Viejo, Laguna Woods, Laguna Hills, Coto De Caza and Lake Forest. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Charles Schwab?

Charles Schwab has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Charles Schwab?

Call Charles Schwab on (949) 257-0120. The business is at 2 Ritz Carlton Dr Unit 203, Dana Point, CA 92629. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Charles Schwab? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile