As Managing Director of Financial Planning, Retirement Income, and Wealth Management for the Schwab Center for Financial Research, Rob leads a team that develops research, insights, methodology and training for Schwab clients, representatives, and advisors. These focus on financial planning and wealth management across an investor's life cycle, 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 Journal, MoneyWatch, Kiplinger’s, U.S. News & World Report, Investor’s Business Daily, and other publications.
Prior to joining Schwab in 2008, Rob was a director at Standard & Poor's, where he served as lead analyst for state and local municipal bond markets.
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The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.