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. This includes saving for, preserving and distributing assets in retirement for Charles 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, a Retirement Income Certified Professional (RICP®) and a Certified Private Wealth Advisor (CPWA®).

About’s Experts’s experts are licensed professionals who verify our content is financially accurate and consistent with current industry best practices and standards. They rely on their years of experience and formal education and training to ensure our content is balanced, factual and beneficial, so you can trust that the information you read here will help you make sound financial decisions.

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