Fast Forward

Submitted by Yue.S.Wang on October 2, 2019

[Fast Forward]
[Charles Schwab]
[Baker & Associates
Irvine, California]

[Chris Baker, President of Baker & Associates, wanted more]

‘Fast forward’ means getting to where you want to be before you thought you would get there.

[She teamed up with Schwab to transition to the RIA model]

Baker & Associates is a boutique firm. We work with high-net worth clients.

[As an RIA, she fast-tracked her future]

I love being in this position, where I know that I am helping people achieve their goals and their dreams. When I made this decision, it was just really more of a feeling inside myself that it was time to go. I had the experience. I felt very, very confident.

[It’s time to accelerate your success]

When we transitioned over to Schwab, it was seamless.

[Discover how Schwab can help move you forward faster]

I achieved the balance in my life, and so I feels really good to be able to call all my own shots at this point.

[Charles Schwab]
[Own your tomorrow™]

[Make the move to independence
advisorservices.schwab.com/fastforward]

[Charles Schwab
Important Disclosures

Meant for institutional audiences.

The information included in this video is intended to be general and is subject to change.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

The RIAs (Registered Investment Advisors) and their representatives use Schwab for custody, trading, and operational support.

The above-mentioned firm and its employees are not affiliated with or employees of Schwab.  The mention of these third parties should not be construed as a recommendation, endorsement of, or sponsorship by Schwab.  You must decide whether to hire any firm and the appropriateness of its services for you or your firm. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you.  

The views expressed are those of the third party.  Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab makes no representation about the accuracy of the information or its appropriateness for any given situation.  Past performance is not an indicator of future results.  Some of the statements have been edited.

©2014 Charles Schwab & Co., Inc. (“Schwab”).  All rights reserved.  Member SIPC (www.sipc.org). Schwab Advisor Services™ includes the custody, trading, and support services of Schwab.

AHA (1114-7215) 10/14]

It's time to fast track your success.

Show Social Media
On
Show
Hide
Include in Schwab Investing Insights email alerts
Yes
(1019-9VXL)