Rob Williams

Managing Director, Financial Planning, Retirement Income and Wealth Management CERTIFIED FINANCIAL PLANNER™ (CFP®) Chartered Retirement Planning Counselor (CRPC®) Certified Private Wealth Advisor® (CPWA®) Schwab Center for Financial Research
Rob Williams

Rob Williams, CFP, CRPC, CPWA, is Managing Director of Financial Planning, Retirement Income, and Wealth Management for the Schwab Center for Financial Research. He leads a team that provides research, insights, training, and point of view on financial planning, retirement income, and wealth management issues across an investor's life cycle, for Schwab clients, representatives, and advisors, including saving for, preserving, and distributing assets in retirement.

Rob publishes commentary and insights regularly on Schwab's Insights & Education site and Schwab's Onward Magazine. He is regularly quoted in financial media including The Wall Street Journal, MoneyWatch, Kiplinger's, U.S. News & World Report, Investor's Business Daily, and other publications.


The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Education
MBA, University of California, Berkeley B.A., Princeton University

More from Rob Williams

Retirement

6 Things to Do If You're Nearing Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

Retirement

Are Crypto and Retirement Savings a Risky Mix?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

Social Security

When Should I Collect Social Security?

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

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