Rob Williams

Managing Director, Financial Planning, Retirement Income and Wealth Management 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 & Ideas site, Schwab’s On Investing Magazine. He is regularly quoted in financial media including The Wall Street JournalMoneyWatchKiplinger’sU.S. News & World ReportInvestor’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