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• Benjamin Charney | Financial Consultant in CA | Charles Schwab

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

• David Hillesland | Financial Consultant in CA | Charles Schwab

  David Hillesland is a Financial Consultant at Charles Schwab serving Roseville, CA. Request an appointment or contact us today to speak with a financial consultant.

• Johnny Nordstrom | Financial Consultant in CA | Charles Schwab

  Johnny Nordstrom is a Financial Consultant at Charles Schwab serving Sacramento, CA. Request an appointment or contact us today to speak with a financial consultant.

• Christopher Boyd | Financial Consultant in AZ | Charles Schwab

  Christopher Boyd is a Financial Consultant at Charles Schwab serving Tucson, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Brett Lungaretti | Financial Consultant in AZ | Charles Schwab

  Brett Lungaretti is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Schwab Stock Slices Certificate | Charles Schwab

  Schwab Stock Slices

• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• What's Ahead for China in 2025? | Charles Schwab

  Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.