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• Cindy Scott | Charles Schwab

  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.

• Trajon Moore | Financial Consultant in DC | Charles Schwab

  Trajon Moore is a Financial Consultant at Charles Schwab serving Washington, DC. Request an appointment or contact us today to speak with a financial consultant.

• Ashley Cosio | Financial Consultant in CA | Charles Schwab

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

• About Schwab Intelligent Portfolios | Charles Schwab

  View Frequently Asked Questions on Schwab Intelligent Portfolios.

• Budgeting | Charles Schwab

  Find ways to manage your cash flow and debt.

• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Trading Support | Charles Schwab

  Strategize your next trade with the expertise of Schwab’s team of highly-trained trading specialists who share your passion for trading.

• Carla Almeida Cabrera | Financial Consultant in FL | Charles Schwab

  Carla Almeida Cabrera is a Financial Consultant at Charles Schwab serving Miami, FL. Request an appointment or contact us today to speak with a financial consultant.