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Rob Williams, CFP, RICP, CPWA, is Managing Director of Financial Planning, Retirement Income, and Wealth Management for the Schwab Center for Financial Research. He and his team develop and deliver research, commentary, and advice on financial planning, income planning, and wealth management. This information includes key topics to assist individual investors and advisors to continue to grow, but also protect and use, wealth, during their life and legacy.
Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
Portfolio Management | Charles Schwab
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
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.
Joe Woods | Financial Consultant in AZ | Charles Schwab
Joe Woods is a Financial Consultant at Charles Schwab serving Peoria, AZ. Request an appointment or contact us today to speak with a financial consultant.
How Can You Plan for a New Pet? | Charles Schwab
Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.
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.
Marc Myers | Financial Consultant in CA | Charles Schwab
Marc Myers is a Financial Consultant at Charles Schwab serving Torrance, CA. Request an appointment or contact us today to speak with a financial consultant.
Ari Ohayon | Financial Consultant in CA | Charles Schwab
Ari Ohayon is a Financial Consultant at Charles Schwab serving Los Angeles, CA. Request an appointment or contact us today to speak with a financial consultant.