About Us
Your Trusted Certified Financial Planner
Helping you protect your wealth and plan with confidence
Meet David Schwarz CFP®, CHS, PFA
David Schwarz is the founder of Schwarz Wealth Management, a firm dedicated to helping professionals make smart, strategic decisions with their insurance and finances. He is a Certified Financial Planner® (CFP®) Certified Health Insurance Specialist (CHS), and Professional Financial Advisor (PFA), known for delivering clear and honest advice. David has a particular focus on working with physicians, helping them reduce tax, protect their families, and grow long-term wealth. His approach is grounded, responsive, and built on trust. Outside the office, David is a devoted father, nature lover, and live music fan. He believes financial advice should be both expert and human, with your best interest at the center of every conversation.
Our Story
Schwarz Wealth Management was founded by David Schwarz, a Certified Financial Planner® who left a successful corporate leadership role to pursue a more meaningful mission: helping professionals like you make sense of your financial lives. After seeing how many physicians and business owners were underserved by generic advice, David built a firm rooted in personalization, transparency, and deep expertise. He understands the unique financial challenges facing incorporated professionals and brings a thoughtful, grounded approach to every conversation.
Core Values
At Schwarz Wealth Management, integrity is at the heart of everything we do. We give advice that’s always in your best interest. We value clarity, cutting through complexity to help you make confident financial decisions. Trust is earned through responsiveness, transparency, and consistently showing up for our clients. We believe in long-term relationships built on mutual respect and expert guidance. Above all, we’re here to help you protect what matters most and build the future you deserve.
What Your Colleagues Are Saying
As a busy physician and newly incorporated, I was overwhelmed with financial decisions. David brought clarity to my disability insurance options. He’s professional, knowledgeable, and genuinely cares about his clients.
Dr. Bennett
Pediatrician
What sets David apart is how responsive and thoughtful he is. He explained everything in plain language and made the whole process of applying for insurance seamless. I’ve recommended him to several colleagues already
Dr. Zhan
Cardiologist
I’ve worked with another advisor in the past, but David is different. He actually listens and tailors his advice to my specific situation. I trust him completely with my insurance needs
Dr. Stevens
Anesthesiologist
As a busy physician and newly incorporated, I was overwhelmed with financial decisions. David brought clarity to my disability insurance options. He’s professional, knowledgeable, and genuinely cares about his clients.
Dr. Bennett
Pediatrician
What sets David apart is how responsive and thoughtful he is. He explained everything in plain language and made the whole process of applying for insurance seamless. I’ve recommended him to several colleagues already
Dr. Zhan
Cardiologist
I’ve worked with another advisor in the past, but David is different. He actually listens and tailors his advice to my specific situation. I trust him completely with my insurance needs
Dr. Stevens
Anesthesiologist
Designations
