Bob Schwarz

CFP®, Founder

I show our clients the advantages and disadvantages of each investment and make recommendations based on their best interests.

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Bob's Story

“My mother got me interested in the equity markets when I was 8 years old in the small town of Onaga, KS. My heart has always been in the markets since a young age. My mother even loaned me the money to start my own financial business over 40 years ago. I’m Kansas born and Kansan bred, which is why I love working throughout Kansas including all four corners of this beautiful state.”


Bob has over 45 years of experience in the insurance, annuity and investment industry. He passed the Series 7, 63 and 24 exams and has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1991. He is a member of the Financial Planning Association (FPA).

Bob is a graduate of Wichita State University. He currently lives in Silver Lake, Kansas, and enjoys hiking and spending time with his grandchildren. He is an avid history buff and likes to take pictures of landmarks around Kansas as a way to preserve Kansas history.  Bob and his wife, Debra, have three sons: Jake, Kurt and Cole, and a dog named Atticus, who remarkably resembles the dragon from “The Neverending Story.”

Bob Schwarz Financial brings you Continuity and Consistency through Values, Commitment, and Transparency.

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States. The certification is generally viewed as the gold standard designation in the financial planning industry. The certification is not a government designation, nor an accredited degree, but is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which was founded in 1985 as a 501(c)(3) non-profit organization.

To receive authorization to use the designation, the candidate must meet education, examination, experience, and ethics requirements, and pay an ongoing certification fee.

The candidate must have a bachelor's degree (or higher), or its equivalent in any discipline, from an accredited college or university.  Individuals who seek to challenge the CFP certification exam are required to take a financial planning capstone course before sitting for the exam.  To maintain certification, in the United States, license holders are required to complete thirty hours of continuing education, of which two hours must be board-approved Ethics CE and the remaining 28 are General CE.

Bob Schwarz Team

Julie

Julie Falk

Director of Client Relations and Compliance

Leslie

Leslie Beer

Administrative Assistant

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