FRED SCHWARTZVice President
For more than 30 years, Fred’s priority has been helping retirees and pre-retirees work toward a confident future in any economic climate.
Fred takes the time to understand the financial needs of each prospective client and customer. This comprehensive evaluation enables him to develop the tailor-made retirement strategy that best meets his clients’ short- and long-term objectives. Fred is passionate about sharing his knowledge, speaking to diverse individuals and groups about the importance of financial planning. His motto is never stop learning. He loves helping individuals and families devise strategies to help grow and protect their nest egg.
Fred holds life and health insurance licenses in Pennsylvania, New Jersey and Florida. Fred is also a Registered Financial Consultant (RFC). He is a graduate of New England College with a degree in finance.
A native of Philadelphia and father of three, Fred enjoys spending time with family, exercising, reading and traveling. He also dedicates his time and money to support the Cystic Fibrosis Foundation, the Make-A-Wish Foundation, the National Multiple Sclerosis Society and its Bike MS charity bike rides, and the Memorial Sloan Kettering Cancer Center.