Walter Bennett

Walter Bennett As a Schwab VP - Sr. Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you can l benefit from Schwab’s modern

approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 707-259-2953 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of spec...
06/14/2023

The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of speculation around whether the U.S Dollar will be dethroned. For more on our view:

This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank  #1 in the J.D. Power...
06/08/2023

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank #1 in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study and to rank highest in products and services and value for fees.

Charles Schwab has earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, SM . With an index score of 752 on a 1,000-point scale, Schwab scored 25 points above the industry average in overall satisfaction. According to the st...

Retirement doesn’t mean an end to financial responsibilities. Learn how to keep your goals on track.
11/14/2022

Retirement doesn’t mean an end to financial responsibilities. Learn how to keep your goals on track.

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

Whether you plan to stay close to home or travel far away, a change of scenery is what makes summer special.
05/23/2022

Whether you plan to stay close to home or travel far away, a change of scenery is what makes summer special.

These are the best places to travel in July in the United States and around the world.

In an era of video games, streaming services and social media, one of the world’s oldest games is having a moment. Read ...
04/27/2022

In an era of video games, streaming services and social media, one of the world’s oldest games is having a moment. Read the 7 metaphorical links chess has to the business world and the lessons we can learn from the game. My 15 year old and I love to play chess together, what a great way for us to spend time away from electronics.

In an era of video games, streaming services and social media, one of the world’s oldest games is having a moment.

Schwab’s New Thematic Stock Lists Make It Easier for Individuals to Invest According to Their Interests and Values
04/21/2022

Schwab’s New Thematic Stock Lists Make It Easier for Individuals to Invest According to Their Interests and Values

New resource uses sophisticated proprietary algorithm to offer Schwab clients access to dozens of investing themes As part of its effort to help clients personalize how they invest, Charles Schwab today announced the launch of thematic stock lists , a new resource designed for self-directed investor...

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve ...
02/22/2022

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.

The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important informatio...
02/09/2022

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important information on account types, taxes and more.

You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work i...
02/08/2022

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.

What are some ways you clock out?

I tried scheduling different activities after work to create a better boundary between my professional and personal life.

Address

935 Franklin Street
Napa, CA
94559

Alerts

Be the first to know and let us send you an email when Walter Bennett posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share