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Hayden Adams

Charles Schwab


Speaker Bio

Hayden Adams joined Charles Schwab in 2015 and is the Director, Tax & Financial Planning at the Schwab Center for Financial Research.  Hayden is a Certified Public Accountant (CPA), with degrees in Finance and Accounting, and is a board member of the Tax Executive Institute in Colorado.



In his role, Hayden provides analysis and insights on topics such as — tax efficient investing, retirement withdrawal strategies, and income tax planning — for a range of Schwab clients and advisors.  Prior to joining the SCFR, Hayden led Schwab’s tax compliance function — serving as one of the lead representative on tax regulatory matters — using his eight years of experience with the IRS to provide guidance on various tax topics. His past work experience also includes financial reporting for an international insurance company and audit services in public accounting.

Speaker Sessions