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Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Forms & Applications | Charles Schwab
Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.
Read our take on the stock market through a sector lens.
Save for retirement and prepare for how you'll spend your money once you retire.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Heather O'Leary | Charles Schwab
Heather O'Leary is a Senior Global Investment Research Analyst at Charles Schwab & Co. She is responsible for global market and economic data analysis to develop insights and create material for written publications, keynote presentations, and social media content produced by the Global Investment Strategy team.
Philip Kendall | Charles Schwab
Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.
Learn how annuities work and their potential costs and benefits.
Find a Branch | Financial Services | Brokerage Firm | Charles Schwab
Find your nearest Charles Schwab location and speak with one of our financial consultants. Get directions, hours, and request an appointment online.