Rob Williams

Managing Director, Financial Planning, Retirement Income and Wealth Management Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), Certified Private Wealth Advisor (CPWA®) Schwab Center for Financial Research

Rob Williams, CFP, RICP, CPWA, and his team provide research, insights, training, and advice on financial planning, retirement income, and wealth management topics across an investor's life cycle, including saving for, preserving, and distributing assets in retirement, for Schwab clients, representatives, and advisors.

Rob researches and publishes insights regularly on Schwab's insights & Education site. He is 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.

More from Rob Williams

IRA

Roth vs. Traditional IRAs: Which Is Right for You?

Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here's a guide to help you decide which may be better for you.

Retirement

What's on Your Mind? Retirement Saving and Living

Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.

Retirement Income

Pension Payouts: Lump Sum vs. Annuity

Should you take a lump-sum pension payout or a monthly income stream for life? How to decide.

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