Rob Williams

Managing Director, Financial Planning, Retirement Income and Wealth Management Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), Certified Private Wealth Advisor (CPWA®) Schwab Center for Financial Research
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's, U.S. News & World Report, Investor'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.

More from Rob Williams

Retirement

The Most Important Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

Retirement Income

Timing Matters: Understanding Sequence-of-Returns Risk

If you're close to retiring, beware of the little-known sequence-of-returns risk that could take a huge slice out of your retirement income.

Retirement Income

Pension Payouts: Lump Sum vs. Annuity

Should you take a lump-sum pension payout or a monthly income stream for life? How to decide.

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