William B. Schwartz,  CFP<sup>&reg;</sup> - Financial Advisor

William B. Schwartz, CFP®

CPA

Managing Director 1118.11 Miles

Wealthspire Advisors

1403 Pathfinder Ln
Mc Lean, VA 22101-3505
(301) 339-6110

General

William Schwartz is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wealthspire Advisors in Mc Lean, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Retirement

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