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Noah Schwab (CFP®)

Noah Schwab focuses in the
following client markets or areas of practice:

  • AUM
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Helping Spokane retirees with over $1 million in a 401(k) to maximize income through Roth conversions and tax planning.

Additional Information

Growing up in Spokane, Noah Schwab learned early that money isn’t just about numbers, it’s deeply personal. Raised with values of service and integrity, he brings a calm, trustworthy approach to retirement planning for people who want more than just investment advice.

To pay his way through Grand Canyon University, where he earned a degree in Finance and Economics, Noah spent summers working on commercial fishing boats in Alaska. That experience taught him grit, discipline, and a deep respect for financial independence, which in turn shaped how he serves his clients.

Today, Noah is a fee-only, fiduciary advisor who helps retirees make smart, tax-savvy decisions with their money. He specializes in Roth conversions, retirement income strategies, and minimizing estate taxes, always focusing on what matters most to each client. He believes financial advice should be clear, personal, and never tied to selling products.

A natural teacher at heart, Noah makes complex topics easier to understand. His insights have been featured in U.S. News, MarketWatch, Yahoo Finance, GoBankingRates, and the Spokane Journal of Business. He’s currently writing a financial education book and has helped lead Financial Peace University at his church, True Hope.

Outside the office, Noah and his wife Jenny are soaking up life with their son, Judah. They live in Spokane with their Goldendoodle, Pam (name from the TV show- The Office), and their cat, Lenny. Weekends often include pickleball, snowboarding, or backpacking trips and quality time spent with both sides of the family who also call Spokane home. He’s passionate about seeing Spokane thrive and believes in it's future.

NAPFA Start Date

February 15, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7307 N Division St., Suite 205 Spokane, WA 99208 Phone: (509) 443-0845
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