Cedric Knight

Cedric Knight As a Schwab Senior Wealth Advisor, 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 advice 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’ll benefit from Schwab’s mode

rn 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 877-876-3970 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.

Our values and beliefs go with us everywhere. They’re just part of who we are—and that’s a great thing. Now those values...
05/13/2024

Our values and beliefs go with us everywhere. They’re just part of who we are—and that’s a great thing. Now those values and beliefs can even be part of your portfolio with environmental, social, and governance investments. Dive deeper

What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

More defined benefit and deferred compensation capabilities We’re excited to announce that we’re working with Conduent (...
10/04/2023

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/3PJhlfv

Nearly two-thirds of Americans (62%) define wealth as having healthy relationships, not money. http://bit.ly/47fb1oa
10/03/2023

Nearly two-thirds of Americans (62%) define wealth as having healthy relationships, not money. http://bit.ly/47fb1oa

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1...
10/02/2023

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1oa

Don’t know where to start when it comes to retirement savings? Here are a few must ask questions to introduce you to the...
09/24/2023

Don’t know where to start when it comes to retirement savings? Here are a few must ask questions to introduce you to the world of IRA’s. https://bit.ly/48s8NlB

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

Ever wonder what traders use to identify trends? Learn more about how to use the Relative Strength Index (RSI) to identi...
09/23/2023

Ever wonder what traders use to identify trends? Learn more about how to use the Relative Strength Index (RSI) to identify short term buy and sell signals. https://bit.ly/46hTha4

How traders can use the relative strength index (RSI) to help identify short-term buy and sell signals.

Looking to create passive income? A second home can be a great way to bring in extra money and add to your investment po...
09/22/2023

Looking to create passive income? A second home can be a great way to bring in extra money and add to your investment portfolio. Here are the factors to consider when buying, renting, and selling a second home. 🏘️https://bit.ly/3rePewI

A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

Did you know your life insurance policy could benefit you while you’re still alive? With that in mind, here are five com...
09/15/2023

Did you know your life insurance policy could benefit you while you’re still alive? With that in mind, here are five common riders you can add to give your policy a boost. https://bit.ly/46cahyF

How the addition of life insurance riders can help personalize your policy.

Everyone loves a good bargain, but you don’t want to fall into a low-price trap. Here a few ways to help keep your barga...
09/14/2023

Everyone loves a good bargain, but you don’t want to fall into a low-price trap. Here a few ways to help keep your bargain buy from being a bargain dud. https://bit.ly/46bfgiZ

A falling stock price doesn't always mean a good deal. Here's how to help assess the potential value of a stock to know whether it may be the right time to consider it.

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why ...
09/13/2023

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/48cHtaW

Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

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...
04/13/2023

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...

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