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• Planning Priorities: Saving for Retirement and a Home | Charles Schwab

  Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.

• Chaiti Chatterjee | Financial Consultant in CA | Charles Schwab

  Chaiti Chatterjee is a Financial Consultant at Charles Schwab serving Milpitas, CA. Request an appointment or contact us today to speak with a financial consultant.

• Juan Fernandez III | Financial Consultant in CA | Charles Schwab

  Juan Fernandez III is a Financial Consultant at Charles Schwab serving San Diego, CA. Request an appointment or contact us today to speak with a financial consultant.

• Matt McConnell | Financial Consultant in CA | Charles Schwab

  Matt McConnell is a Financial Consultant at Charles Schwab serving Carmel, CA. Request an appointment or contact us today to speak with a financial consultant.

• Joshua Demedeiros | Financial Consultant in CA | Charles Schwab

  Joshua Demedeiros is a Financial Consultant at Charles Schwab serving Fresno, CA. Request an appointment or contact us today to speak with a financial consultant.

• Kimberly Jennings | Financial Consultant in AL | Charles Schwab

  Kimberly Jennings is a Financial Consultant at Charles Schwab serving Montgomery, AL. Request an appointment or contact us today to speak with a financial consultant.

• Daniel Williamson | Financial Consultant in CA | Charles Schwab

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

• Undralyn Williams | Financial Consultant in CA | Charles Schwab

  Undralyn Williams is a Financial Consultant at Charles Schwab serving Berkeley, CA. Request an appointment or contact us today to speak with a financial consultant.

• Harout Garabedian | Financial Consultant in CA | Charles Schwab

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

• Christopher Davis | Financial Consultant in CT | Charles Schwab

  Christopher Davis is a Financial Consultant at Charles Schwab serving West Hartford, CT. Request an appointment or contact us today to speak with a financial consultant.