Karl Schwartz (CFP®, CPA)

Karl Schwartz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

Operating at the highest level of fiduciary responsibility and transparency, Team Hewins provides a bird's-eye view of your financial life. From cash flow and budgeting to investment policy statements and estate , retirement and tax planning, we connect the dots by working directly with your CPA, attorney and other advisors.

Building upon years of experience working with institutional investors as well as high net-worth individuals, our advisors bring an unprecedented level of sophistication and trust to a broad client base.

On a more personal note, Karl was recently presented the MD Preferred Service Award.  This award is presented to highly qualified financial advisors who offer a superior experience, maintain high ethical standards, employ cutting edge technology and demonstrate a commitment to meeting the special needs of physicians and medical professionals.

Additional Information

At Team Hewins, your financial wellbeing comes first. As fee-only financial advisors, we work side by side with you to ease the process of financial planning. Our Smart Life Planning Process serves as the foundation to our integrated and personalized approach to financial planning and investing. We look at the "big picture" elements of your financial life, while getting to know you and your goals along the way.

From there, we lead coordinated financial teams that free up your time and emotional bandwidth. Our advisors take a proactive role in reaching out to you and your existing support teams, such as CPAs and attorneys. We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high - we'll help you get there.

NAPFA Start Date

July 12, 2019


This Office

2255 Glades Rd Ste 226A Boca Raton, FL 33431-7391 Phone: (833) 439-4678

Other Offices

4400 Biscayne Blvd Suite 514 Miami, FL 33137 Phone: (833) 439-4678