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• Richard Scarpitti | Financial Consultant in CA | Charles Schwab

  Richard Scarpitti is a Financial Consultant at Charles Schwab serving Pleasanton, CA. Request an appointment or contact us today to speak with a financial consultant.

• Carmen Valiquette | Financial Consultant in AZ | Charles Schwab

  Carmen Valiquette is a Financial Consultant at Charles Schwab serving Peoria, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Joshua Van Wagenen | Financial Consultant in CO | Charles Schwab

  Joshua Van Wagenen is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• When Should I Start Saving for Retirement? | Charles Schwab

  Some pros say your early investing years are among the most critical, which can start with setting up a 401(k). Learn how to start saving for retirement.

• Teaching Financial Literacy to Grandkids | Charles Schwab

  Learn four ways grandparents can pass along financial knowledge on to the next generation to create a lasting bond and to help foster financial literacy.

• Stock Options | Charles Schwab

  Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.

• Fraudsters targeting investors over social media | Charles Schwab

  Bad actors are sending false information to investors in a pump and dump scheme. Learn about the tactics and warning signs to better protect yourself.

• Investing Basics: Technical Analysis | Charles Schwab

  Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.