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• Elise Lee | Financial Consultant in CA | Charles Schwab

  Elise Lee is a Financial Consultant at Charles Schwab serving Los Angeles, CA. Request an appointment or contact us today to speak with a financial consultant.

• Joseph Swain | Financial Consultant in CT | Charles Schwab

  Joseph Swain is a Financial Consultant at Charles Schwab serving Fairfield, CT. Request an appointment or contact us today to speak with a financial consultant.

• Orin Tang | Financial Consultant in CA | Charles Schwab

  Orin Tang is a Financial Consultant at Charles Schwab serving Pasadena, CA. Request an appointment or contact us today to speak with a financial consultant.

• Joe Woods | Financial Consultant in AZ | Charles Schwab

  Joe Woods is a Financial Consultant at Charles Schwab serving Peoria, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Mike Elam | Financial Consultant in CO | Charles Schwab

  Mike Elam is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Schwab Old Saybrook Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Old Saybrook, CT independent branch. Contact or visit us today.

• Schwab Augusta GA Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Augusta, GA independent branch. Contact or visit us today.

• Schwab Lake Zurich Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Lake Zurich, IL independent branch. Contact or visit us today.

• Schwab Southampton Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Southampton, NY independent branch. Contact or visit us today.