Rob Williams

CFP®, CRPC®, Managing Director, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research
MBA, University of California, Berkeley; B.A., Princeton University. CERTIFIED FINANCIAL PLANNER™ (CFP); Chartered Retirement Planning Counselor (CRPC)

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 JournalMoneyWatchKiplinger’sU.S. News & World ReportInvestor’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.