CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Spiegelman specializes in comprehensive personal financial planning advice, including goal planning and investment analysis, retirement, education, net worth and cash flow, individual income tax, equity compensation, gift and estate, and risk planning. Spiegelman has been widely quoted in The Wall Street Journal, Investor's Business Daily, Forbes, Fortune, Smart Money, Kiplinger's, The New York Times, The Los Angeles Times, U.S. News & World Report, USA Today, CBS Marketwatch, The Street.com and many others.
Prior to joining Schwab, Spiegelman was a senior manager in the personal financial planning practice of a major accounting firm, where he provided investment counseling and financial planning advice to individuals, groups and institutions. Spiegelman earned his Bachelor of Science degree in Accounting from San Francisco State University, magna cum laude, and is a member of the American Institute of Certified Public Accountants and the California Society of CPAs.
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