Rob Williams

Rob’s research, commentary, and advice focuses on financial planning, income planning, and wealth management. This includes key topics to help individual investors and advisors continue to grow, protect, and use wealth for both life and legacy.

Rob’s insights have appeared on Schwab's Insights & Education pages, Onward Magazine, and other publications and he has been quoted in financial media including The Wall Street Journal, MoneyWatch, Kiplinger's, U.S. News & World Report, Investor's Business Daily, and other publications. He holds an MBA from the University of California, Berkeley, and a B.A. from Princeton University. He is a Certified Financial Planner (CFP^®) professional and holds the Retirement Income Certified Professional (RICP^®) and Certified Private Wealth Advisor (CPWA^®) designations.