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With nearly 25 years at Schwab, Kevin focuses on helping clients develop and hone their trading skills. The most gratifying part of his job is helping traders filter through the noise of the market to better understand how their own emotions can affect their trading success.
Keep up to date on issues impacting stock investments.
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
Get tips and advice on saving for retirement, life goals, and emergencies.
Take your trading to the next level
Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Learn about options trading, from how to place your first options trade to more advanced topics.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Read our take on the stock market through a sector lens.