Stephen A. Schwartz

Stephen A. Schwartz, CFP®, AEP®, Partner, began his career in financial planning in 1999. Mr. Schwartz is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a founding member of Pioneer Financial. He is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health Insurance license. He is a CERTIFIED FINANCIAL PLANNER™ professional having earned his certification in 2005 and in 2015 he earned his ACCREDITED ESTATE PLANNER™ designation. Mr. Schwartz graduated from Quinnipiac University where he earned a Bachelor of Science in Economics. He resides in Manhattan, NY.

Scroll to Top