Charles Schwab 2011 Annual Report Download - page 4
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Please find page 4 of the 2011 Charles Schwab annual report below. You can navigate through the pages in the report by either clicking on the pages listed below, or by using the keyword search tool below to find specific information within the annual report.-
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“ With our Schwab rep, it really was a
personal connection. He was trying
to plan for his own family just like we
were trying to plan for our family.”
– Jamie Wulf, Investor
“No one can prepare you for it until you are actually
going through it” is one of the rst things Jamie Wulf
says when she talks about becoming a mother. Young,
adventurous, and somewhat carefree, Jamie and
Nathan Wulf knew their lives would change forever
when they learned they were pregnant. “You’re no
longer number one,” Nathan says. Their daughter
Ashlyn was born on May 20, 2011, and suddenly
trips or house improvements became less important
than “the diaper fund.” Fortunately, their families
live nearby and are quick to help out, but Nathan
and Jamie also rely on their Schwab nancial
consultant. “It was really important to me to make
sure that we were investing in the right way, we were
saving in the right accounts, and where our Schwab
representative came in is really being a check-and-
balance system,” Jamie says. Nathan is quick to
add: “He sets the roadmap for us, but ultimately
leaves the decisions up to Jamie and I.” Nathan
and Jamie continue to enjoy working with Schwab
because, as Nathan says, they’re “vested in us
from a personal standpoint.”
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