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• Lee Fine | Financial Consultant in FL | Charles Schwab

  Lee Fine is a Financial Consultant at Charles Schwab serving Boca Raton, FL. Request an appointment or contact us today to speak with a financial consultant.

• Zhe Wang | Financial Consultant in TX | Charles Schwab

  Zhe Wang is a Financial Consultant at Charles Schwab serving Sugar Land, TX. Request an appointment or contact us today to speak with a financial consultant.

• Joe Vita | Financial Consultant in TX | Charles Schwab

  Joe Vita is a Financial Consultant at Charles Schwab serving Plano, TX. Request an appointment or contact us today to speak with a financial consultant.

• Hyuk Lee | Financial Consultant in VA | Charles Schwab

  Hyuk Lee is a Financial Consultant at Charles Schwab serving Leesburg, VA. Request an appointment or contact us today to speak with a financial consultant.

• Introducing Inside the Mind of a Trader Video Series | Charles Schwab

  Schwab's video series Inside the Mind of a Trader examines the thought processes of top traders to uncover what it means to trade brilliantly.

• Choiceology's Guide to Nudges | Charles Schwab

  Nudges are small but powerful parts of choice architecture.

• Types of Insurance: A Guide | Charles Schwab | Charles Schwab

  How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs.

• Schwab automated investing with unlimited guidance | Charles Schwab

  Schwab Intelligent Portfolios Premium is automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER professional.

• What to Know About Equity Compensation | Charles Schwab

  Learn key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan.

• Michael Townsend | Charles Schwab

  As Managing Director of Legislative and Regulatory Affairs, Michael is Charles Schwab's Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. He hosts Schwab's WashingtonWise podcast.