Email:
andy.schwartz@bleakley.com
Office:
973-244-4202
CERTIFIED FINANCIAL PLANNER™ (CFP®) with 33 years of experience who has appeared in such publications as Worth magazine, Wall Street Journal, Barron’s, USA Today and Forbes.
BS in finance and marketing from Rowan University
“We are committed to helping our clients achieve their financial planning goals by assisting in identifying their objectives, measuring their resources and educating them while offering potential strategies and continuously monitoring their progress.”
For over 20 years, Andy Schwartz has been a member of the board of trustees of New Jersey SEEDS – an organization that changes the lives of motivated, high-achieving students from low-income families by transforming their educational opportunities. In his spare time, Schwartz enjoys golf, exercise, reading and spending time at the Jersey Shore.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criteria due to varying client objectives and lace of audited data. Neither Forbes nor Shook Research receives a fee in exchange for rankings.
** The list recognizes top financial advisors at national, independent, regional and broker-dealers from across the U.S. Top advisors were chosen based on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.
*** The Barron’s ranking recognizes financial advisors that demonstrate exceptional performance, professionalism, client service, and community involvement. The magazine considers assets under management, revenue produced, regulatory record, quality of practice and philanthropic work when compiling its ranking.
