Senior Regional Manager, Schwab Wealth Advisory
CurrentSchwab Wealth Advisory, Inc. is a Registered Investment Advisor and an affiliate of Charles Schwab & Co., Inc.Past performance is no guarantee of future results. Where applicable, investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by visiting Charles Schwab or calling Schwab at 888-672-4922. Please read the prospectus carefully before investing.Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, share of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose ValueUnless otherwise stated, Schwab does not endorse third-party sites or the products and services you might find there. This material was provided to you at your request for informational purposes only. It is not an offer or solicitation, and you should not rely on it for trading or any other purpose.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request. Schwab Financial Planning is provided by Schwab Wealth Advisory, Inc., a separate, but affiliated, Registered Investment Advisor of Charles Schwab & Co., Inc.For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
