Kevin F. Miller

Alvin O., a Schwab Community Development Group member, seeks out diversity to ground himself in different cultures and get different perspectives. Doing so helps him be a better advocate for every group he works with, from Schwab’s Employee Resource Groups to the National Association of Hispanic Real Estate Professionals. Change agents like Alvin are why we celebrate . https://bit.ly/3xAX8A2

Expanding financial access through listening, learning, & partnership See how Alvin O., a Schwab Community Development Group member, finds opportunities to better reach and serve Black & Hispanic investors.

What a special day! I had the opportunity to meet Carrie Schwab-Pomerantz as she presented at Stacks House in Downtown Los Angeles. Stacks House is a pop-up that explores financial independence and ways to help close the wealth gap between genders. Carrie shared financial experiences and tips and answered audience questions. I'm lucky to have attended!

When your brain says "Go," and your distal bicep tendon says "No!" A day at the gym eventually ended up being surgery and two weeks out of the office. Recovering, I found myself thinking of my clients! Are we prepared for all that life can throw at us, whether that be changes in employment, volatility in investments, or perhaps an unexpected break from work? A Financial Plan helps you know what to expect, and it helps you adapt to the unexpected. Let's put one together!