Rob Williams

Vice President of Financial Planning, Schwab Center for Financial Research

Rob Williams is Vice President 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.

Get Rob Williams's perspective on the industry.

Take a look at what Rob Williams has written or been featured in.


Annuities can help provide income and protection against market dips—but which kind should you choose? Vice president of income planning Rob Williams explains the differences between immediate fixed annuities and variable annuities.