James M. Schwarz,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Schwarz, CFP®

RICP®, MBA

Wealth Advisor

Clear Retirement Advice

1900 S. Norfolk St., Suite 350
San Mateo, CA 94403
FINANCIAL ADVISOR'S WEBSITE
(800) 228-0310
(650) 446-5440

General

James Schwarz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clear Retirement Advice in San Mateo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Medical & Health Issues, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources