Managing Director, Financial Planning, Income Planning, and Wealth Management
Financial Planning and Retirement
Rob Williams is Managing Director of financial planning for the Schwab Center for Financial Research (SCFR). In this role, he leads a team to develop research, insights, methodology, and training for Schwab clients, representatives, and advisors focusing on financial planning and wealth management across an investor’s life cycle, including saving for, preserving, and distributing assets in retirement.
Williams publishes commentary and insights regularly on Schwab.com/insights, Schwab’s On Investing Magazine, and provides insights on investing, planning, and retirement in financial media including the Wall Street Journal, MoneyWatch, Kiplinger’s, U.S. News & World Report, Investor’s Business Daily, and other publications.
Prior to joining Schwab, Williams was a director at Standard & Poor's in the credit market services Public Finance division in San Francisco, where he served as lead analyst in state and local municipal bond markets, with a focus on a variety of municipal debt issues.
Williams holds a Masters of Business Administration degree from University of California Berkeley, Haas School of Business and a Bachelor of Arts degree from Princeton University. He holds the Certified FInancial Planner (CFP®), Certified Retirement Planning Counselor (CRPC®) designations and a Series 7 registration.
Schwab Center for Financial Research is part of Charles Schwab & Co., Inc. (member SIPC), a subsidiary of The Charles Schwab Corporation.