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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.
Learn about options trading, from how to place your first options trade to more advanced 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.
Why Is the U.S. Dollar Declining? | Charles Schwab
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Compare Platforms | Charles Schwab
Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy.
Using After-Hours Trading | Charles Schwab
Some traders use after-hours trading as a way to analyze their trades and look ahead to prepare for the next trading day.
Required Minimum Distributions: What's New in 2025 | Charles Schwab
Planning ahead for required minimum distributions (RMDs) can help you manage retirement income and potential tax consequences. Learn about RMD rules for 2025.
Investment Products | Charles Schwab
Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.
How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab
Finding ETFs for your portfolio can be a challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for.