Charles Fw Schwartz

CFP®, CRPC®, CLTC®

Financial Advisor
Business Financial Advisor
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Background and qualification information is available at FINRA's BrokerCheck website.

Local, face-to-face advice customized for you

I offer customized,comprehensive financial planning that covers areas such as retirement, wealth protection, investments and legacy planning.

I believe that 2020 serves as a great example of why you need an advisor such as me: I can help you prepare to navigate rapidly changing market conditions while looking to take advantage of strategic opportunities, all with an eye toward helping you remain on track to pursuing your goals.

I’ve been working with clients in the Prescott, Sedona and Verde Valley, Arizona area, as well as clients out of state for 26 years, and I approach each one with the desire to help them pursue their goals.

When you have the right financial advisor, life can be brilliant.

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My videos

3 videos

The Ameriprise difference

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Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)