A Schwartz Headshot

Andrew K. Schwartz III, CFP®

Partner

What do you enjoy most about your profession?
I really enjoy participating in our client’s lives, helping protect them from potential disasters, helping them reach their goals, and seeing them succeed.

What do you love most about being part of Hart Financial Group?
Hart Financial group is a team made up of great people who all love doing what we do.

What qualities of yours make you well suited for your career?
I aspire to be a good listener, a caring individual, and a studious caretaker of my clients’ financial futures.

What hobbies or interests do you have outside of work?
Running, duck hunting, skiing, and fishing. I try to do as much of this with my family as I can.

If you had to choose another career what would you do?
Financial Planning has been my only calling. I cannot think of anything else I would love to do as much as this. I do not expect to ever “retire”.

What’s one experience you wish you could do all over again?
Falling in love with my wife… oh wait I get to do this every day.

If you could live anywhere besides Austin, where would you live and why?
I am right where I want to be and cannot imagine living anywhere other than Austin. The confluence of good music, wonderful outdoor activities, and fantastic people make for a great place to live and raise a family. We just need to stop telling people how much fun Austin is.

Education and Accreditations:

• B.S. in Business Economics, University of Texas at Austin
• CERTIFIED FINANCIAL PLANNER ™ Professional – Certified Financial Planning Board of Standards Inc.
• Series 7 – General Securities Representative License
• Series 63 – Uniform Combined State Law License

Full Bio:

Andrew Schwartz attributes the strength of his practice to a commitment of building long term relationships with his clients and providing superior service and value.

He is dedicated to enhancing the lives of his clients by providing comprehensive analysis, presentation, and implementation of sophisticated financial planning.

“Our practice is primarily focused on high net-worth and complex estate clientele who are supported by our team’s depth of knowledge, custom strategy development and professional relationships and alliances.”

Andrew earned a Bachelor’s degree in Business Economics from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®).

He holds Series 7 and 63 registrations with FINRA and has been recognized as a top performer within the industry from 1997 forward.

Andrew and his wife Sylvia reside in Austin with their two daughters.

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