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• Vincent Ottaviano | Financial Consultant in NV | Charles Schwab

  Vincent Ottaviano is a Financial Consultant at Charles Schwab serving Las Vegas, NV. Request an appointment or contact us today to speak with a financial consultant.

• Nicholas Lardieri | Financial Consultant in NJ | Charles Schwab

  Nicholas Lardieri is a Financial Consultant at Charles Schwab serving Millburn, NJ. Request an appointment or contact us today to speak with a financial consultant.

• Patrick McDermott | Financial Consultant in IL | Charles Schwab

  Patrick McDermott is a Financial Consultant at Charles Schwab serving Naperville, IL. Request an appointment or contact us today to speak with a financial consultant.

• Stephen Kucharski | Financial Consultant in MI | Charles Schwab

  Stephen Kucharski is a Financial Consultant at Charles Schwab serving Novi, MI. Request an appointment or contact us today to speak with a financial consultant.

• Helen Fan Rouzanov | Financial Consultant in WA | Charles Schwab

  Helen Fan Rouzanov is a Financial Consultant at Charles Schwab serving Lynnwood, WA. Request an appointment or contact us today to speak with a financial consultant.

• Markets React to a New Administration | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

• M&A Still on Hold Amid Policy Uncertainty | Charles Schwab

  Mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, but uncertainty around policy may be holding back new deals.

• How Does Retirement Planning Differ for Freelancers? | Charles Schwab

  What options do freelancers have to get the most benefit out of their retirement savings?

• Investing During Stock Market Highs | Charles Schwab

  Watch to learn how to invest when the stock market is at all-time highs.

• What Is Financial Literacy and Why Does It Matter? | Charles Schwab

  What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.