Qualifications for Our Investment Advisory in Mercer Island, WA
We have been working with individuals and businesses for over 10 years with financial advisory in Mercer Island, WA. Steve’s number one priority is to assist his clientele with reaching their goals. Drawing on his knowledge, know-how, experience, and world-class planning tools, he helps his clients build and experience financial freedom.
We are dedicated to developing lasting financial investment relationships with all our clients. We believe in helping you assess your financial goals and actively participate in the management of your finances.
With our ability to provide clear, easily understood explanations of financial products and services, we can create a personalized program that can provide you a ROAD MAP toward a more secure financial future.
We’re looking forward to using our investment portfolio expertise to help you pursue your financial goals.
Credentials:
Steven B. Schwartz, CFS, D. M. D.
Financial Planner
Investment Advisor Associate
While practicing Dentistry, Steve started to consult with other professionals on business and financial matters. After careful consideration, he deciding that he would prefer to help people reach their financial goals and provide the peace of mind that financial independence brings.
Steve joined Centaurus Financial Inc. in July of 2010 as an independent financial planner. As a result of the many advantages realized by giving independent financial advice, Centaurus Registered Representatives are able to bolster their business and provide unmatched service to their clients. It is this vision combined with a core belief in the benefits of independent financial advice that has propelled Steve from his early days into the company that he thrives today.
Steve has been awarded the CFS (Certified Fund Specialist) designation by the Institute of Business & Finance. This designation is conferred upon candidates who complete a one-year educational program and pass a comprehensive examination. The CFS program allows qualified financial investment advisors to consult their clients on the advisability and costs of acquiring or retaining mutual funds in their investment portfolios. While there are several hundred thousand advisors licensed to sell mutual funds and annuities, few of them have earned the CFS designation. Steve is proud to be included in these select few.
In addition, he earned the CLTC (Certified in Long-Term Care) designation from the Corporation for Long Term Care Certification Corporation – which is the industry’s only third-party professional designation. The quality of the financial strategy program is evidenced by the granting of continuing education credits by all states. This education has provided Steve with the necessary tools to solve his clients’ long-term care needs that result from living a long life.
SSteve assists families in planning for the financial future of their children or other dependents with special needs. He is committed to helping families through the maze of legal and financial complexities to families with children of all ages, from infant to senior, with all disabilities, financial and retirement planning for the future of children and other dependents with special needs. This requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing, not just lifetime care, but the quality of life.
Steve is also a qualifying member of the Million Dollar Round Table (MDRT) and a Leaders Qualifier in 2010 at Centaurus Financial, Inc.
As a responsive and active member in his investment advisory community, Steve routinely donates his time and finances to worthy causes in the special needs community, such as the The Friendship Circle, ARC of King County, United Cerebral Palsy (UCP), and other projects year round.
Steve and his wife, Peggy, reside on Mercer Island, Washington. Steve and Peggy have 3 children: Jonathan (23), Joshua (21) and Michael (17). When not serving his clientele or the community, he enjoys watching his son participate in the Mercer Island Lacrosse Club and plays as many golf courses as his spare time allows.