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• Christian Masariego | Financial Consultant in CA | Charles Schwab

  Christian Masariego is a Financial Consultant at Charles Schwab serving Torrance, CA. Request an appointment or contact us today to speak with a financial consultant.

• Stevie Nigoghossian | Financial Consultant in CA | Charles Schwab

  Stevie Nigoghossian is a Financial Consultant at Charles Schwab serving Seal Beach, CA. Request an appointment or contact us today to speak with a financial consultant.

• Christopher Carroll | Financial Consultant in CT | Charles Schwab

  Christopher Carroll is a Financial Consultant at Charles Schwab serving Fairfield, CT. Request an appointment or contact us today to speak with a financial consultant.

• Nathaniel Cicotello | Financial Consultant in CO | Charles Schwab

  Nathaniel Cicotello is a Financial Consultant at Charles Schwab serving Boulder, CO. Request an appointment or contact us today to speak with a financial consultant.

• Chris Conover | Financial Consultant in AZ | Charles Schwab

  Chris Conover is a Financial Consultant at Charles Schwab serving Tucson, AZ. Request an appointment or contact us today to speak with a financial consultant.

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• Understanding Margin and Leverage in Trading | Charles Schwab

  Understand the basics of margin and leverage, along with the benefits and risks they can bring to your trades.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.