Karl Schwartz

Karl Schwartz discovered his interest in financial planning at an early age. As far back as high school, he was working the numbers to see what would be needed to build a retirement nest egg. Small wonder that Karl is now the head of our financial planning team. In that role, Karl helps our advisors continually improve and stay at the forefront of best practices for helping clients map out their financial futures. Karl thrives on easing financial stress for his clients. “I tell them that we will take one step at a time; we don’t have to do everything at once,” he says. “We will prioritize your issues and take care of them at a manageable pace.” He enjoys guiding divorcees and widows to clarity on their financial situation—helping them get organized and creating a plan together to achieve their goals.