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• Kerry Romstad | Financial Consultant in CA | Charles Schwab

  Kerry Romstad is a Financial Consultant at Charles Schwab serving Napa, CA. Request an appointment or contact us today to speak with a financial consultant.

• Gerald Cloney | Financial Consultant in CA | Charles Schwab

  Gerald Cloney is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• When Will Social Security and Medicare Run Out? | Charles Schwab

  Medicare and Social Security are projected to run out by 2036. Read what Mike Townsend has to say about the likelihood of shortfalls and possible solutions.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• Schwab Market Update | Charles Schwab

  Essential information for investors to start their days, including a summary of market news, stocks to watch, and a look at what's ahead.

• Small Business | Charles Schwab

  Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.

• Cryptocurrency | Charles Schwab

  Get our take on digital currencies to help you figure out if they're right for you.

• Restricted Stock | Charles Schwab

  Learn about restricted stock units (RSUs) and restricted stock awards (RSAs), a form of equity compensation that awards shares of company stock.

• Wasmer Schroeder Strategies | Charles Schwab

  For more than 35 years, Wasmer Schroeder Strategies has focused on simplifying fixed income investing by building and professionally managing fixed income strategies across a wide range of portfolio objectives.