Meet our behavioral finance team
Led by Omar Aguilar, Ph.D., our team of behavioral finance professionals has decades of combined experience in behavioral research and analytics, implementation and portfolio construction. The team has inspired thousands of advisors to incorporate behavioral finance into their practices and client portfolios.
Learn more
To learn more about how our team can help you fine-tune your approach to behavioral finance, reach out to your Schwab Relationship Manager. We’re here to help with education, tools, strategies and more.