Karl Schwartz, CPA, CFP ®

Principal, Senior Financial Advisor,
Regional Director

Direct: 305-358-8349
Fax: 650-372-0813

Boca Raton, FL

2255 Glades Road
Suite 226A
Boca Raton, FL 33431

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.

After starting his career as a CPA with a large regional tax firm, Karl followed his true calling and became a financial planner in 2008 and obtained his CFP® certification in 2010.  His tax background, deep technical and planning knowledge, and dedication to clients propelled his path to Senior Financial Advisor and Principal.

Karl has been quoted in and written articles for various publications including Morningstar, Barron’s, CNBC, MarketWatch, AdviceIQ and Yahoo! Finance.

Karl graduated from the University of Wisconsin, La Crosse, with a B.S. in Accounting. In his free time, he enjoys fishing and playing sports with his three children, spending time at the beach or in the ocean, snorkeling and scuba diving and watching the Chicago Bears and Cubs.

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