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• Jeff Cote | Financial Consultant in CA | Charles Schwab

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

• Jason Fay | Financial Consultant in WA | Charles Schwab

  Jason Fay is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.

• Michael Townsend | Charles Schwab

  As Managing Director of Legislative and Regulatory Affairs, Michael is Charles Schwab's Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. He hosts Schwab's WashingtonWise podcast.

• Onward Magazine: Fall 2024 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• Jeffrey Kleintop | Charles Schwab

  Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.

• Susan Hirshman | Charles Schwab

  Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.

• Jeannie Bidner | Charles Schwab

  Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.

• Investments | Charles Schwab

  Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.

• Real Estate | Charles Schwab

  Find out more about investing in REITs and the impact of real estate on the markets.

• Order Types | Charles Schwab

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