Rob Williams

Rob Williams

financial planner United States

Rob Williams is a managing director of financial planning at Charles Schwab, where he focuses on retirement strategies. He emphasizes the heightened risks for retirees during market volatility, especially for those nearing or in retirement who may need to liquidate investments at a loss.

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Recent Mentions

United States United States: Rob Williams is the managing director of financial planning at Schwab who suggested considering Treasury inflation-protected securities. 7

CNN: How to benefit from the Fed’s latest interest rate decision in June 2025

Brazil Brazil: Rob Williams is the managing director of financial planning at Charles Schwab who discussed the vulnerabilities of retirees in volatile markets. 6

O Globo: como a perda de US$ 5 trilhões na Bolsa está afetando a vida de investidores nos EUA