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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.
Find a Workshop | Charles Schwab
Find a complimentary workshop in your area to learn about financial planning, investing, retirement, and more.
With nearly 25 years at Schwab, Kevin focuses on helping clients develop and hone their trading skills. The most gratifying part of his job is helping traders filter through the noise of the market to better understand how their own emotions can affect their trading success.
Emre Erdogan, CFA, is Managing Director and Head of Quantitative Innovation for Schwab Asset Management. He leads the Quantitative Innovation Team, which uses quantitative and qualitative research to design and implement investment solutions.
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.
Learn ways to minimize taxable income by maximizing your tax deductions and credits.
Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.
Learn how automated investing may help you reach your investment goals.
Understand returns on your investments over time and how they're contributing to your goals.
thinkorswim web | Charles Schwab
Trade from almost any browser with thinkorswim® web—an intuitive web platform that has the essential tools of thinkorswim desktop. No download required.