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Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Schwab Napa Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Napa, CA branch. Contact or visit us today.
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.
Kevin Gordon is a Director and Senior Investment Strategist and is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets.
Promises: Tariffs Hit Markets | Charles Schwab
The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.
Charles Schwab Bank & Lending Products | Charles Schwab
Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.
Understand returns on your investments over time and how they're contributing to your goals.
Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Making International Great Again? | Charles Schwab
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
Schwab Truckee Independent Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Truckee, CA independent branch. Contact or visit us today.