Karl Schwartz

Karl Schwartz headshot

Job Title: Principal, Senior Financial Advisor

Designations: CPA, CFP®

kschwartz@hewinsfinancial.com

Office: Media
Phone: 888-831-6677

Office: Miami
Phone: 305.358.5941

Office: Philadelphia
Phone: 888-831-6677

LinkedIn

Focus: Retirement Planning, Same-sex Couples, Estate Planning, Tax Planning

Karl Schwartz is a Principal and Senior Financial Advisor at Hewins Financial, having joined the firm in 2008. Karl specializes in providing sophisticated investment advisory and financial planning strategies to individual clients through the firm’s unique Interactive Planning process. Working closely with his clients, Karl often uses the Interactive Planning process to help his clients truly understand the status of their current financial situation and also allow them to project what their realistic financial capabilities are going forward, based on the decisions they are making today.

As a member of the firm’s financial planning committee, Karl helps identify best practices for the financial planning services that the firm provides. He also helps to develop areas of opportunity to address client needs in a more comprehensive manner. His CFP® and CPA certifications and in-depth experience in financial planning and investment management allow Karl to thoroughly assess a client’s financial situation and then provide them with strong guidance towards their goals and dreams.

"My passion is to work closely with clients to help simplify their financial lives. I also strive to help clients identify their true financial goals in life and then do my best to help them achieve these goals. "

- Karl Schwartz

Most recently, Karl has taken a strategic leadership role with the firm’s OnCue Wealth Management Solutions offering, helping to develop integrated wealth management relationships in select CPA and RIA firms around the nation. He also writes articles on various financial topics for the firm, some of which have been featured in publications such as Morningstar, AdviceIQ and ExpertBeacon. In 2014, Karl was honored with an invitation to participate as an expert panel member for the inaugural National Financial Advisor Week in Times Square, New York City.

In his free time, Karl 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.

A Career in Accounting & Financial Planning

  • Principal, Hewins Financial Advisors, LLC
  • Senior Financial Advisor, Hewins Financial Advisors, LLC
  • Financial Advisor, Hewins Financial Advisors, LLC
  • Associate Advisor, Hewins Financial Advisors, LLC
  • Senior Tax Accountant, Wipfli LLP

Education

  • Bachelor of Science in Accounting from the University of Wisconsin - La Crosse
  • Certified Public Accountant (CPA)
  • CFP® Certificant, Certified Financial Planner Board of Standards, Inc.

Contact

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