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Susan Hirshman | Charles Schwab
Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.
Jeffrey Kleintop | Charles Schwab
Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.
Satisfaction Guarantee | Charles Schwab
The Satisfaction Guarantee for Schwab's participating Investment Advisory Services, part of our commitment to help you get the right guidance for your financial goals.
Schwab Coaching | Live webcasts & virtual workshops | Charles Schwab
Browse daily workshops and webcasts run by Charles Schwab's Education Coaches. Use live workshops to improve trading skills at any experience level.
Schwab's Thematic Research Approach | Charles Schwab
An innovative way to invest in our fast-changing world
Wealth Management | Sample Scenarios
Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.
Understand how to manage credit card debt and understand credit scores.
Learn about mutual funds and how they differ from other investments such as ETFs.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
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.