Roberto Schwartz, CFP ®

In 2007 I started my financial planning career. My goal was always to help people accomplish their financial goals, by making complicated decisions simple for my clients. I do this through honest, comprehensive, and straight forward approach.

Through friendship and common goals my partners and I created LifeCapital Partners Personally I sit on the investment and financial planning committees and hold the prestigious CFP® designation. I avidly work to be a resource in the Latino and international communities. This is a gap I wish to bridge in our industry. Ensuring no matter where you come from you have the knowledge and resources available to plan for you financial future. 

I enjoy spending time with my family, whether in NJ, NYC, or out to El Salvador. We always seem to find a way to have a great time. I am big sports fan, always suffering through NY Giants, Yankees, and Orlando Magic seasons. I also love snowboarding, traveling, and getting in some grueling games of Racquetball over at the New York Athletic Club. 

I welcome you to reach out and connect, I am always happy to help navigate this crazy financial landscape we call life!