William H. (Bill) Allen

Portfolio Consulting

Vice President, Schwab Private Client Investment Advisory, Inc.

Bill Allen is the vice president, portfolio consulting of Schwab Private Client Investment Advisory, Inc., an affiliate of Charles Schwab & Co., Inc. (Member SIPC) and a registered investment advisor.  

Allen and his teams specialize in helping clients stay on track, avoiding common investor mistakes in many aspects of portfolio and financial planning and in creating goal-oriented investment strategies.

Previously, he was responsible for the delivery of internal consulting services to Schwab investment professionals in the area of practice management, overall investment advice process, consultative sales skills, competitive analysis and product positioning.

Allen earned a Bachelor of Science degree in finance and economics from Western Carolina University. He is a Certified Financial Planner (CFP)^TM. 

Please read the Schwab Private Client and the Schwab Private Client Investment Advisory, Inc. Disclosure Brochures for important information and disclosures about this service.

0312-2325