Andrea Schwartz, MBA, CFP

Andrea has over 18 years experience in the financial services industry and holds the industry recognized Certified Financial Planning (CFP) designation. The CFP designation, which is awarded by the Financial Planners Standards Council, is a mark of quality and professional integrity within the financial services industry.

As a certified financial planner, Andrea focuses on investment management and financial planning offering her clients advice on investments, insurance, and retirement planning. In addition to her CFP, Andrea has her Life (including Accident & Sickness) Insurance License and can also offer mutual funds. 

Using her background in investment management and financial planning, Andrea is committed to providing tailored financial solutions to help her clients achieve their goals.


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  *Disclaimer - Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through Pippy Insurance and Financial.