Rob Williams

CFP®, CRPC®, Managing Director, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research

Get Rob Williams's perspective on the industry.

Take a look at what Rob Williams has written or been featured in.

Personal Finance & Planning

Our month-by-month guide to help get your finances in top shape this year.
2022 Schwab Market Outlook

Use these trends as the starting point for a conversation about your financial, investing, or wealth management plan.

We break down which retirement accounts—IRAs or 401(k)s— may be right for you.