Andy Schwartz
Andy Schwartz, CFP®, is a Principal and Partner at Bleakley Financial Group, a hybrid advisory firm based in New Jersey. Schwartz and his partners have built their firm into a platform that allows advisors the opportunity to leverage centralized large firm support services while maintaining the freedom and flexibility to run their own investment book of business. Schwartz has over 35 years of experience in providing financial planning and wealth management services to clients throughout the country. Throughout his career, he has received numerous financial awards and appeared in various prestigious financial publications. In addition to his financial career, Schwartz has been a member of the board of trustees of New Jersey SEEDS, an organization that changes the lives of motivated, high-achieving students from low-income families by transforming their educational opportunities.
Andy Schwartz Professional Experience / Academic History
Professional Experience
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Principal, Partner, Wealth Management Advisor
Academic History
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B.S., Finance and Marketing
EXPERTISE
For over 30 years, people have been able to rely on Schwartz to provide them with access to a wide variety of products and services to help them pursue financial confidence.
His areas of expertise include business planning, investment and advisory services, retirement planning, risk management, and many more.
Throughout his career, he has received numerous financial awards and appeared in various prestigious financial publications such as Worth magazine, Wall Street Journal, Barron’s, USA Today and Forbes.
RECOGNITION
2020–2023 Barron's Top 100 Independent Advisors
2018–2024 Barron's Top 1200 Financial Advisors
2018–2020 Forbes Top 250 Wealth Advisors
2018–2024 Forbes Best-in-State Wealth Advisors
2018–2020 Financial Times Top 400 Financial Advisors
2019 NJ Biz Executive of the Year
COMMUNITY INVOLVEMENT
New Jersey SEEDS
Toys for Tots
Habitat for Humanity
MAYO Performing Arts Center
National Association of Divorced Professionals