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Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Understand cost basis and any tax implications, so you can manage your tax liability.
On Your Side: Investing Solutions to Help You | Charles Schwab
Charles Schwab introduces a new offering to help you "Own Your Tomorrow," whatever the market environment. Learn more about Your guide to everything we offer.
Your guide to everything we offer | Charles Schwab
No matter where you are in your investing journey or what your investing style is, we're here to help you pursue your financial goals. To help give you an overview of our products and services we created this comprehensive guide.Clients who would prefer a printed guide can order one here.
Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results.
What's Your Risk Capacity? | Charles Schwab
It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.
Prepare for home ownership, including a first or second home.
Understand how insurance may help protect you, your family, and your investments.
Learn about a 529 college savings plan, Coverdell Education Savings Account (ESA), and custodial accounts, plus tips on saving and paying for college.
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.