Hayden Adams

CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research
Hayden Adams
B.A., Finance and Accounting, University of Central Florida. Certified Public Accountant (CPA); CERTIFIED FINANCIAL PLANNER™ (CFP)

As Director of Tax and Financial Planning for the Schwab Center for Financial Research, Hayden provides analysis and insights on topics including income tax planning, tax-smart investing, asset allocation and retirement withdrawal strategies for a range of Schwab clients and advisors.

Hayden publishes commentary and insights regularly on Insights & Ideas and in Schwab’s On Investing magazine. He regularly educates the public on tax-related topics through appearances at public conferences, in podcasts and webcasts, and he has been quoted on financial and philanthropic websites.

Hayden previously led Schwab’s tax compliance function, providing expertise on tax reporting for Schwab clients. He also served as Schwab’s lead representative on tax regulatory matters.

Prior to joining Schwab in 2015, Hayden worked for eight years at the IRS as a senior auditor for complex flow-through entities (such as partnerships, S corporations and LLCs) and high-net-worth individuals. His past work also includes financial reporting for an international insurance company and audit services in public accounting.

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