Robert M. Schwartz, CRPC

Private Wealth Management


Robert Schwartz has been in the financial services arena since 2003 when he was recruited by one of the largest brokerage houses in the industry. Bob received his Series 7, 63, and 65 registrations (which are currently held through LPL Financial) as well as his life and health & accidental insurance licenses as a matter of due course.

Bob also passed the series 9 and 10 exams (registrations held through LPL Financial)enabling him to be either a branch manager or manage an office of supervisory jurisdiction (OSJ). In order to further his knowledge and better serve his clients Bob also earned the designation as a Certified Retirement Planning Counselor (CRPC).

In service to his community Bob served on the Board of Directors of the United Way of Lackawanna and Wayne Counties and United Cerebral Palsy of Northeastern Pennsylvania and is active with the Challenger Division of Little League serving children with disabilities. Bob has also been member of the Rotary Club of Newfoundland for over 20 years where he was awarded a Paul Harris designation and served on the Board of Directors. Bob is currently serving his 9th year as an elected member of the School Board of the Wallenpaupack Area School District and in 2010 was appointed as their representative to the Northeastern Educational Intermediate Unit (NEIU) #19 board where he served 2 years as President.

Bob resides in Newfoundland, PA with his wife Alycia. They are the parents of 2 grown children.