- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Scottsdale, AZ 85260
James Schwartz is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
With over 12 years in the investment industry, Jim joined Strategic Wealth Advisors, LLC after running an independent financial planning firm. He also taught and continues to teach community college courses on various financial planning topics. Prior to his financial career, Jim served in the US Air Force for twelve years where he flew A-10s and F-16s over the skies of Iraq and Bosnia in more than forty combat missions.
Jim earned his Bachelor of Science degree in Electrical Engineering from Pennsylvania State University. He also earned his Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations and is a member of the National Association of Personal Financial Advisors (NAPFA) and the East Valley Estate Planning Council.
Jim is involved in the Maricopa County Association of Family Mediators and is the founder of Widowed Community Education and Support Services Inc. (WCESS), a non-profit dedicated to helping individuals who have lost a spouse or partner.
He has been quoted in Money Magazine and the The Arizona Republic and has been featured on ABC 15 News.
Spearheading our Widowed Community Services, Jim specializes in working with individuals during and subsequent to a transition period such as divorce or the loss of a spouse. He is particularly skilled in his ability to guide his clients through difficult decisions while ensuring the stability of their finances.