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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.
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.
Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.
thinkorswim Download | Charles Schwab
Analyze, strategize, and trade like never before when you open an account with Charles Schwab and download the powerful thinkorswim platforms.
Investment Products | Charles Schwab
Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.
Extended Hours Trading: Pre-Market & After-Hours Trading | Charles Schwab
Schwab's extended hours trading sessions can help you get a jump on the markets with pre-market trading, overnight trading, and after hours trading.
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.
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Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.