Christopher Veale

Christopher Veale As a Financial Consultant, it’s my job to help you create a better financial life. 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 modern approach to wealth management – one that is all about transparency, value, a

nd 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 972-588-1760 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. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve...
03/05/2024

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve your charitable goals—and potentially a sizable tax deduction.

A tax-smart approach to maximize your philanthropic impact.

Many charities continue to face high demand for their services in 2021. For donors, it remains a favorable environment f...
03/01/2024

Many charities continue to face high demand for their services in 2021. For donors, it remains a favorable environment for tax-smart, high-impact philanthropy. Learn why now is a great time to give.

Take advantage of a favorable environment for tax-smart, high-impact philanthropy.

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic imp...
04/18/2022

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic impact. Download the Schwab Charitable Giving Guide to learn more.

Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable   offers answers and can he...
03/28/2022

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable offers answers and can help you maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=tax-deductibility?SM=XOI

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Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their fin...
03/24/2022

Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education, says Carrie Schwab-Pomerantz. Helping your teen figure out if and how to file a return can be a bit of an education for both of you.

Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education.

Bruce Mehlman, an expert in political and policy trends, joins host Mike Townsend to discuss how we might be entering a ...
03/22/2022

Bruce Mehlman, an expert in political and policy trends, joins host Mike Townsend to discuss how we might be entering a new period in history–what Bruce calls the "post-post-Cold War era"–and what that might mean for investors.

War in Europe is sparking rapid change with repercussions around the globe. Investors have questions about how to respond and whether things will ever return to the way they were.

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.

The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what...
02/02/2022

The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what to look for in choosing them. And it can also be a good refresher for experienced investors!

Puzzled by how to choose investments? Here's part-2 in a 3-part series to help you decide what's right for you.

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more fr...
02/01/2022

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious!

These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-sc...
01/26/2022

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-science technique that could help you make better saving and investing decisions:

Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.

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Wednesday 8am - 5pm
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