Catherine Schwartz, CFP®
Financial Consultant
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
As an independent financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.
I have been serving clients as a Financial Advisor since 2003, earning my CERTIFIED FINANCIAL PLANNER™ certification in 2008. The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. For more information about this designation, please visit www.letsmakeaplan.org
As a financial advisor I offer comprehensive financial planning, investments, and access to insurance. Whether you have basic needs or a more complex financial picture, I can help.