Joe Vietri, Charles Schwab
Branch Network Leader, Charles Schwab
As Branch Network Leader at Charles Schwab, Joe Vietri has leadership responsibility for over 330 retail and independent branches and is personally committed to helping ensure his clients' satisfaction. Vietri is committed to providing advice unique to each client's situation that is clear, relevant and actionable, working to find solutions and strategies that are right for each one. He assists clients with wealth management, investing, portfolio analysis, college planning and more.
Phone: 800.435.4000 | E-mail: joe.n.vietri@schwab.com | Website: www.schwab.com | Facebook: www.facebook.com/CharlesSchwab | LinkedIn: www.linkedin.com/in/jvietri
Planning for Retirement in the New Normal of Covid-19
retirement planning
Planning for Retirement in the New Normal of Covid-19
Here are four ways we all need to adapt to keep our financial plans on track as the nation grapples with the coronavirus pandemic.
August 6, 2020
4 Proven Investing Principles for a Volatile Market
investing
4 Proven Investing Principles for a Volatile Market
With continued market volatility, it's a good time to assess your investments, but it's important not to let emotions drive your decision-making.
April 20, 2020
4 Retirement Questions to Ask Before 'How Much Should I Save?'
retirement
4 Retirement Questions to Ask Before 'How Much Should I Save?'
Instead of focusing on your retirement "number," focus on what you want your retirement to look like. Once you figure that out, you'll be in a much be…
February 18, 2020
Play the Retirement Flash Card Game
retirement
Play the Retirement Flash Card Game
Turn the drudgery of retirement planning into a game with a series of conversation-sparking flash card questions. Play along to see what your answers,…
February 18, 2020
3 Money Tips to Keep your FOMO in Check
retirement
3 Money Tips to Keep your FOMO in Check
When your Facebook friend posts dozens of idyllic photos from his trip to Thailand, do you feel a pang of envy? Don't let it derail your financial lif…
November 18, 2019
Why It's Important to Talk to Your Children about Your Financial Plan
retirement
Why It's Important to Talk to Your Children about Your Financial Plan
You're not doing your kids any favors if you keep them in the dark about your finances or your retirement goals.
April 22, 2019
When Markets Are Volatile, Focus on What You CAN Control
investing
When Markets Are Volatile, Focus on What You CAN Control
Obviously, you can't control the stock market. But you can control how you react to the inevitable bumps in the road. Here are three ways to keep your…
March 18, 2019
5 Often-Overlooked Questions to Ask Your Financial Adviser in the New Year
retirement
5 Often-Overlooked Questions to Ask Your Financial Adviser in the New Year
Get your financial year off on the right foot by getting the answers to these key questions.
January 8, 2019