About Us
About Barbara Armstrong
Barbara Armstrong is a highly respected investment professional and educator, serving as Senior Manager, Trading & Derivatives Coaching at Charles Schwab & Co., Inc. Her career is characterized by deep technical expertise, consistent teaching experience, and a genuine passion for helping others build confidence in their financial journeys
She believes that continuous learning—regardless of how experienced one is—is essential in finance. The markets don’t sleep, and neither does knowledge.
Background & Credentials
Barbara earned her Honors Business Degree (undergraduate) before entering the financial industry.
She began active trading in 2011, acquiring practical experience in markets, price action, trend analysis, and derivative instruments.
In 2016, Barbara transitioned into coaching and education, joining the Schwab coaching team. Since then, she has built a reputation as someone who can simplify complex financial topics for beginners and seasoned investors alike.
Licenses & Regulatory Qualifications
Series 7 — General Securities Representative license.
Series 63 — Uniform Securities Agent State Law license.
Series 3 — National Commodity Futures license (for trading futures & derivatives).
These certifications give her legal standing and responsibility to coach and assist clients in typical securities, options, and derivatives markets.
Philosophy & Approach
Barbara’s approach to investment coaching combines structure, clarity, and consistency.
She believes that successful investing is not about luck or hype—it’s about education, discipline, and adaptability.
Some of her core guiding principles include:
Education First
Barbara believes that understanding the “why” behind every strategy is just as important as knowing the “how.”
By focusing on education, she helps clients reduce emotional decision-making and build sustainable investing habits.
Discipline & Risk Management
Rather than chasing quick profits, Barbara emphasizes protecting capital, managing losses, and following strategies with clearly defined risk/reward profiles.
Her clients learn to trade and invest with a mindset grounded in logic and structure.
Adaptability & Trend Awareness
Markets are constantly evolving, and Barbara teaches her clients how to evolve with them.
She specializes in trend trading—analyzing price movements and using derivatives strategically for hedging and performance enhancement.
Confidence Through Small Wins
Barbara understands that confidence is built one success at a time.
She encourages starting with manageable trades, focusing on consistency, and developing skill and understanding through experience.
Over time, these small victories compound into true mastery.
What Drives Her
Barbara is deeply motivated by the transformation she sees in her students and clients.
She often says:
“I love seeing people go from uncertainty or hesitation around investing to making informed, confident decisions. It’s not just about profits—it’s about control, mindset, and building toward financial freedom.”
Her coaching style is patient, clear, and personalized.
She meets clients where they are—helping them advance at a pace that matches their knowledge, goals, and comfort level.
Role at Charles Schwab & Schwab Coaching
As Senior Manager, Trading & Derivatives Coaching, Barbara leads a variety of educational initiatives designed to empower investors and traders at all experience levels.
She conducts live webcasts, virtual workshops, and develops on-demand learning materials that cover everything from foundational investing to advanced derivatives strategies.
Barbara also designs learning paths and structured programs that help traders strengthen technical skills, develop sound market intuition, and apply consistent, rules-based strategies in real time.
Her work focuses heavily on building engagement and confidence among new investors, ensuring that everyone—regardless of background—can approach the financial markets with clarity and control.
- Address: Hatteras Lane, Hollywood, FL 33019, USA
- Phone: (987) 654 3210
- Email: info@company.com
Services
- Trading & Derivatives Coaching
- Portfolio Management & Strategy
- Investor Education & Training
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