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

Hi, I'm Karl, Principal and Senior Financial Advisor at Team Hewins. As the leader of our firm’s financial planning committee, I help our planning group continually improve the skills, knowledge, and processes we employ in helping our clients map out their financial futures.

After starting my career as a CPA with a large regional tax firm, in 2008 I followed my true calling and joined Team Hewins to become a financial planner. My tax background put me in a position to lead this area of our practice and keep us at the forefront of best practices for complex clients.

I write articles on various financial topics for the firm, and some of these have been featured in publications such as Morningstar, AdviceIQ, and ExpertBeacon. In 2014, I 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 my free time, I enjoy fishing and playing sports with my three children, spending time at the beach or in the ocean, snorkeling and scuba diving and watching the Chicago Bears and Cubs.

NAPFA Start Date

July 12, 2019

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This Office

2255 Glades Rd Ste 226A Boca Raton, FL 33431-7391 Phone: (561) 948-5745