Texas Tech Announces Charles Schwab Foundation Personal Financial Planning Clinic | KLBK | KAMC


The clinic will open this fall

LUBBOCK, Texas (PRESS RELEASE) — Here is a press release from Texas Tech University:

Transforming lives and communities through strategic outreach has been one of Texas University of Technologymajor initiatives of recent years. A grant from Schwab Advisor Services in partnership with the Charles Schwab Foundation helps advance this goal.

Texas Tech’s Financial Planning School announced today (April 26) the appointment of the Charles Schwab Foundation Personal Financial Planning Clinic. This expansion will provide state-of-the-art resources for training students, one-on-one space for financial coaching, and recording capability for research and customer service training. The clinic will be located on the third floor of the Texas Tech Plaza building at the corner of 19th Street and University Avenue.

“We are thrilled to partner with the Charles Schwab Foundation to launch the Personal Financial Planning Clinic,” said Christopher Browning, director of the School of Financial Planning. “The clinic will provide exciting new opportunities to serve the Lubbock community and enhance the educational experience of our personal financial planning students. Programs like this allow us to demonstrate the value of financial planning and move the profession forward in a meaningful way.

The space includes faculty and staff offices, private financial coaching rooms, and a community classroom. The clinic will offer members of the Lubbock community the opportunity to meet personal financial planning students for one-on-one financial coaching sessions. Specifically, students will have the opportunity to help clients set financial goals, budget, and improve their credit.

The School of Financial Planning invites industry professionals to volunteer in training students as they use the new space to navigate client meetings and provide valuable feedback. The new space is the next step in the school’s plan to deepen its community outreach and impact the industry.

“Students are the future of the registered investment adviser (RIA) industry, and part of that future rests on their ability to explore careers in financial services and the RIA industry,” said Bernie Clark, head of Schwab. Advisor Services. “That’s why we’re honored to join Texas Tech University to not only help build a community of learning, but to shape the future of next-generation talent in this space.”

About Charles Schwab

Charles Schwab believes in the power of investment to help people create a better future. She is accustomed to challenging the status quo in her industry, innovating in ways that benefit the investors, advisors and employers who serve them, and championing her clients’ goals with passion and integrity. More information is available at www.aboutschwab.com.

About Schwab Advisor Services

As the industry’s leading depository for Independent Registered Investment Advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For more than 30 years, they have accompanied practices of all types and sizes and have earned the trust of more than 7,500 advisors. To visit advisory-services.schwab.com. Schwab Advisor Services serves independent investment advisors and includes Schwab custodial, trading and support services.

About the Charles Schwab Foundation

The Charles Schwab Foundation is an independent, nonprofit, public benefit corporation, funded by The Charles Schwab Corporation and classified by the IRS as a 501(c)(3) charity. Internal Revenue Code. The Foundation is not part of Charles Schwab & Co. Inc. (Member SIPC) or its parent company, The Charles Schwab Corporation. Its mission is to educate, volunteer and advocate for those in need so that everyone has the opportunity to achieve financial well-being. More information is available at https://www.aboutschwab.com/citizenship.

(Texas Tech University press release)


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