Rob Williams, CFP, RICP, CPWA, and his team develop and deliver research, commentary, and advice on financial planning, income planning, and wealth management. This information includes key topics to assist individual investors and advisors to continue to grow, but also protect and use, wealth, during their life and legacy.

Rob researches and publishes insights regularly on Schwab's Insights & Education and is regularly 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.