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• Patrick Bentivegna | Financial Consultant in CA | Charles Schwab

  Patrick Bentivegna is a Financial Consultant at Charles Schwab serving Santa Rosa, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jonathan Hernandez | Financial Consultant in CA | Charles Schwab

  Jonathan Hernandez is a Financial Consultant at Charles Schwab serving Santa Monica, CA. Request an appointment or contact us today to speak with a financial consultant.

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Are You Making One of These Car Buying Mistakes? | Charles Schwab

  Learn how to navigate the decision-making process of purchasing a vehicle by minding these common financial and psychological factors.

• Order Types | Charles Schwab

  Understand how and when to use orders to buy and sell a security, including market, limit, and stop orders.

• What Is a Tariff and How Does it Work? | Charles Schwab

  Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.

• How Does Retirement Planning Differ for Freelancers? | Charles Schwab

  What options do freelancers have to get the most benefit out of their retirement savings?

• Stop Orders: Mastering Order Types | Charles Schwab

  Stop orders can help traders gain more control of their trade objectives. Learn what a stop order is, how it works, and when you might consider using one.