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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.
Learn more about Schwab’s trading tools and services for online trading, including trading specialists that provide market trading help and support.
Apply for a Mortgage | Charles Schwab
Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.
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.
Save for retirement and prepare for how you'll spend your money once you retire.
Learn about options trading, from how to place your first options trade to more advanced topics.
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.
Chris Waterbury | Charles Schwab
Chris Waterbury is a Derivatives Manager on the Schwab Derivatives team based in Lone Tree, Colorado. In his years with Schwab, Chris's expertise has grown to include equities, futures, and options product offering.
Learn how annuities work and their potential costs and benefits.