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Rob Williams

Photo: Rob Williams

Rob Williams is Managing Director, Financial Planning, Retirement Income & Wealth Management for the Schwab Center for Financial Research (SCFR). In this role, he focuses on financial planning and wealth management issues across an investors’ life cycle, including saving for, preserving, and distributing assets in retirement. He also focuses on fixed income and income-planning issues, including key topics of interest to individual investors seeking to increase income from their portfolios.

Prior to joining Schwab, Rob was a director at Standard & Poor's in the credit market services Public Finance division, where he served as lead analyst in state and local municipal bond markets, with a focus on a variety of municipal debt issues in San Francisco.

Rob earned a bachelor's degree from Princeton University and an M.B.A. from the University of California, Berkeley.