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


This Office

100 Shoreline Highway Suite 100 B Mill Valley, CA 94941 Phone: (415) 944-5040