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Rob Williams, CFP, RICP, CPWA, is Managing Director of Financial Planning, Retirement Income, and Wealth Management for the Schwab Center for Financial Research. He and his team develop and deliver research, commentary, and advice on financial planning, income planning, and wealth management. This information includes key topics to assist individual investors and advisors to continue to grow, but also protect and use, wealth, during their life and legacy.
Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
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.
JD Dargai | Financial Consultant in TX | Charles Schwab
JD Dargai is a Financial Consultant at Charles Schwab serving Fort Worth, TX. Request an appointment or contact us today to speak with a financial consultant.
David Bernstein | Financial Consultant in OK | Charles Schwab
David Bernstein is a Financial Consultant at Charles Schwab serving Oklahoma City, OK. Request an appointment or contact us today to speak with a financial consultant.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
Add Checkwriting and Visa® Debit Cards to Your Schwab One® Account
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