Who We Are

Mr. Schwartz has been a financial advisor serving individuals, organizations, and businesses since 1994.

He has extensive experience in financial planning, money management and business consulting. Mr. Schwartz had been an independent financial planning and business consultant holding NASD series 7 and 63 registrations managing client assets and advising represented firms on investment banking projects. He chaired the American Airlines Pilots' Pension Committee serving over 12,000 members and managing over $4 Billion in assets.  As an active airline captain he acted as treasurer representing over 2,800 TWA pilots for the Airline Pilots Association, Int'l.  In this capacity, Schwartz managed the organization's multi-million dollar budget, chaired the pilots' employee stock ownership plan (ESOP) committee and acted as trustee for the pilot's trust fund. He also led the pilot organization's committee that provided corporate fiduciary oversight of liquidity issues and transactional issues involving public offerings, secondary offerings, and merger discussions.

Mr. Schwartz has been a speaker and lecturer in numerous financially-related venues both in the academic and private sectors.

With an undergraduate degree from San Francisco State University, Mr. Schwartz earned his master's degree in business administration (MBA) from City University, focusing on finance and economics. He also completed the financial planning and securities analysis program curriculum at the University of California at Berkeley and completed the Investment Analyst program at University of Pennsylvania’s Wharton School of Business.

Mr. Schwartz is married with two daughters and is a native of San Francisco.

CA License #: 00C0578