I have been providing personalized investment and financial planning advice to individuals, families, and businesses for over 20 years.
I work closely with clients to develop an in-depth understanding of their goals and objectives. Then I help them integrate the various aspects of their financial lives into a cohesive wealth management plan.
I’m passionate about helping clients make smart financial decisions. My approach addresses the full spectrum of wealth management issues, including investments, retirement planning, estate planning, tax, insurance, and charitable giving. I also work with companies on the design and administration of their workplace retirement plans.
I joined AFS Financial Group in 2005. Previously, I served clients as a Financial Advisor at a private wealth management firm in McLean, Virginia.
I received my bachelor’s degree with honors from the University of Vermont and law degree from the College of William & Mary in Williamsburg, Virginia. After law school, I served a one-year term as judicial clerk for the Chief Judge of the United States District Court in Madison, Wisconsin, and as an associate in the Washington, D.C. offices of a national law firm..
I’m an Accredited Investment Fiduciary (AIF®), a professional designation earned through the Center for Fiduciary Studies in association with the University of Pittsburgh’s Graduate School of Business. In addition, I hold FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network and I’m a licensed insurance professional.
Outside of the office, I enjoy staying fit and spending time with my wife, Laura, and our son, Ryan. We get outside as much as possible, and love to hike, bike, and ski. We also enjoy exploring new places, listening to music, and eating great food.
Richard Schwartzbard is proud to have been recognized as a President’s Club advisor for 2018 – a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff to hone their expertise, share best practices, and provide ever-higher levels of service, education, and value to their clients.
AFS Financial Group, LLC does not provide tax or legal advice. We will work with your tax/legal advisor to help create a plan tailored to your specific needs. You should consult a legal or tax professional regarding your individual situation.