Charles PHOTO
Name: Charles R. Schwab
Firm Name: Charles Schwab & Co., Inc.
Country: USA - Arizona
Expertise: Investment Services


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Professional Biography:

Charles Schwab is our exclusively recommended Investment Services expert in Arizona on the Advisory Excellence website. If you need assistance in this area, please contact Charles directly using the contact details listed above.

Charles has been Chairman and a director of The Charles Schwab Corporation since its incorporation in 1986. Mr. Schwab served as Chief Executive Officer of the company from 1986 to 1997 and from 2004 until 2008. He served as Co-Chief Executive Officer of the company from 1998 to 2003. Mr. Schwab was a founder of Charles Schwab & Co., Inc. in 1971 and served as its Chief Executive Officer from 2004 until 2008. Mr. Schwab is Chairman of Charles Schwab Bank.

Charles served as Chairman and trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, and Laudus Trust, all registered investment companies, through 2015. Mr. Schwab’s term expires in 2019.

Charles Schwab is the founder of the company, was the Chief Executive Officer of the company, and has been the Chairman since its inception. His vision continues to drive the company’s growth.

Firm Overview:

We are champions of investors and those who serve them.

Since day one, we’ve set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We’re confident our approach can help people take ownership of their financial futures.

Schwab was built around a simple idea: put the client first. Lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

Our purpose is to champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.

Arizona, a southwestern U.S. state, is best known for the Grand Canyon, the mile-deep chasm carved by the Colorado River. Flagstaff, a ponderosa pine–covered mountain town, is a major gateway to the Grand Canyon. Other natural sites include Saguaro National Park, protecting cactus-filled Sonoran Desert landscape. Tucson is University of Arizona territory and home to the Arizona-Sonora Desert Museum.

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