Jean Schwarz (CFP®, MBA)

Jean Schwarz focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

NAPFA Start Date

February 13, 2019

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This Office

1505 Bridgeway Ste 121 Sausalito, CA 94965-1967 Phone: (415) 944-5040