James Schwarz (CFP®, MBA, RICP®)

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

  • Charitable Giving
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

November 05, 2018


This Office

1900 S Norfolk St Ste 350 San Mateo, CA 94403-1171 Phone: (650) 446-5440