Rob Williams
Managing Director, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research

About Rob Williams 

Rob Williams, CFP, RICP, CPWA, and his team provide research, insights, training, and advice on financial planning, retirement income, and wealth management topics across an investor’s life cycle, including saving for, preserving, and distributing assets in retirement, for Schwab clients, representatives, and advisors.

Rob researches and publishes insights regularly on Schwab’s insights & Education site. He is quoted in financial media including The Wall Street Journal, MoneyWatch, Kiplinger’sU.S. News & World ReportInvestor’s Business Daily, and other publications. He holds an MBA from the University of California, Berkeley, and a B.A. from Princeton University. He is a Certified Financial Planner (CFP) professional and holds the Retirement Income Certified Professional (RICP) and Certified Private Wealth Advisor (CPWA) designations.

Get Rob’s perspective

No results were found.
Call Us
800-454-9272

Do Not Sell or Share My Personal Information

Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.

Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

adChoicesAdChoices

Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2024 Charles Schwab & Co. Inc. All rights reserved.

Scroll to Top