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• Patrick Bentivegna | Financial Consultant in CA | Charles Schwab

  Patrick Bentivegna is a Financial Consultant at Charles Schwab serving Santa Rosa, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jonathan Hernandez | Financial Consultant in CA | Charles Schwab

  Jonathan Hernandez is a Financial Consultant at Charles Schwab serving Santa Monica, CA. Request an appointment or contact us today to speak with a financial consultant.

• What to Know About Artificial Intelligence (AI) | Charles Schwab

  AI technology could alter our lives. Find out what Schwab's Kevin Gordon and AI expert Mark Esposito think about what the future of AI could mean for investors.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Christopher Cennamo | Financial Consultant in OH | Charles Schwab

  Christopher Cennamo is a Financial Consultant at Charles Schwab serving Columbus, OH. Request an appointment or contact us today to speak with a financial consultant.

• Margaux Holloschutz | Financial Consultant in WA | Charles Schwab

  Margaux Holloschutz is a Financial Consultant at Charles Schwab serving Bellevue, WA. Request an appointment or contact us today to speak with a financial consultant.

• Christopher L. Veale | Financial Consultant in TX | Charles Schwab

  Christopher L. Veale is a Financial Consultant at Charles Schwab serving Plano, TX. Request an appointment or contact us today to speak with a financial consultant.

• Christopher A. Bygrave | Financial Consultant in NY | Charles Schwab

  Christopher A. Bygrave is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.

• Annalea Ambraziejus | Financial Consultant in MA | Charles Schwab

  Annalea Ambraziejus is a Financial Consultant at Charles Schwab serving Boston, MA. Request an appointment or contact us today to speak with a financial consultant.