Karl Schwartz (CFP®, CPA®)

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

  • Business Owners
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

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

My passion is to help simplify the unnecessary financial complexities in my clients’ lives, and to help them realize, plan for, and achieve their life-long dreams.  When it comes to managing your money, nothing is more valuable than an honest, unbiased fee-only advisor with experience.  At Team Hewins we excel at serving the needs of families and individuals with a primary focus on investment advisory and retirement planning through our innovative financial planning process.  We would work with you and commit to be your main financial resource to make sure you are on the right track and stay on the right track.  We truly look at your needs from a comprehensive and objective approach so that you can enjoy life and rest assured that your financial situation is under control.

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