Karl Schwartz, CPA, CFP ®
Principal, Senior Financial Advisor
Direct: 305-358-8349
Fax: 650-372-0813
Boca Raton, FL
2255 Glades Road
Suite 210e
Boca Raton, FL 33431
You spend your days managing clients’ finances, while your own planning gets pushed to the bottom of the list. I help CPA owners, partners & future partners turn complex income, firm equity, and everything beyond investments into a clear, coordinated plan.
I’m Karl Schwartz, a CPA and CFP® professional, and I work with professionals whose financial situations are more complex than they look on paper. Between K-1 income, equity in your firm, buy-ins, and long-term exit decisions, there’s a lot to coordinate, and not much time to step back and think about it strategically.
That’s where I come in.
I will help you organize your finances, simplify complexity, and make proactive decisions about your income, equity, and future. I understand how you think, how you evaluate decisions, and where the blind spots can show up when you’re busy advising everyone else. I’ve been there.
My goal is simple: to give you a clear, coordinated plan so you can move forward with confidence—without having to figure it all out on your own. Through my work at Team Hewins, you also get the support of a full advisory team, bringing collaborative insight and a thoughtful, human approach to planning.
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