Skip to main content

Our financial advice team


Joel Schwartz, Associate Financial Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Joel Schwartz

CFP®, APMA

Associate Financial Advisor

Summit Wealth Management
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination
  • Insurance License - Life, Accident and Health
  • Insurance License - Variable Life & Annuity

Education

  • Southern New Hampshire University, Bachelor's of Finance, 2018-2021
  • Capital University, Bachelor's of Music, 2008 - 2010
  • Denver School of the Arts, 2006-2008

Awards & recognition

  • Summit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Summit Wealth Management, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Client Service Manager/Paraplanner, Summit Wealth Management, 2017-2021, 3
  • Financial Advisor Representative, Fidelity Brokerage Services LLC., 2015-2017, 2
  • Financial Banking Representative, Charles Schwab and Co., 2014-2017, 2
  • Store Manager, Just Pets, 2010-2014, 5

Community participation

Summit Wealth Management Team Volunteering at Food Bank of the Rockies
Summit Wealth Management Team Volunteering at Food Bank of the Rockies
  • Watch D.O.G.S.® - Volunteer (www.dadsofgreatstudents.com)
  • Chabad Jewish Center of South Metro Denver - Community member and active supporter (www.denverjewishcenter.com)
  • Destination Imagination - Adjudicator for regional and state tournaments, and an active member of the DI Alumni Council (www.destinationimagination.org)
  • Colorado Conservatory for the Jazz Arts - Alumni and active supporter (www.jazzarts.org)
  • Shorashim - Supporter and advocate for college students and young professionals to participate in Birthright Israel (www.shorashim.org)

Interests

When not helping clients pursue their financial goals you can find me spending time with family, composing & playing music, and cooking. I enjoy the plethora of activities the Colorado outdoors offers. I love exploring the mountains and hiking in and around Rocky Mountain National Park, biking around Parker, CO, rock climbing, and living an active lifestyle. I am actively involved in the Colorado Jewish community and you will often find me at community events and activities.

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.