Parker, CO Office

David Cooper is a CFP® with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. since 2015. Prior to this, he has been self-employed for over a decade. He also serves as a volunteer board member for Boys Town of Central Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Casey Zeringue is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and ten years of industry experience. His career includes roles at Schwab Wealth Advisory since 2026, TD Ameritrade from 2021 to 2024, and Charles Schwab Bank between 2017 and 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Douglas Askins is a CFP® professional with 11 years of experience in financial advisory roles. He has worked at Schwab Wealth Advisory since 2021 and held prior positions at Charles Schwab and USAA, focusing on investment management and financial planning. His credentials include Series 65 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and employs a cost-and-expense plus payment structure rather than directly charging clients.

Eric Berndt is a CFP® with 15 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2014. He also holds a Series 66 designation and is based in Parker, CO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.