Karl Schwartz, CPA, CFP® | Source | Principal, Senior Financial Advisor, Regional Director at Team Hewins

As the leader of our firm’s financial planning committee, Karl helps our planning group continually improve the skills, knowledge and processes we employ in helping our clients map out their financial futures, even as he does this work every day for his own clients. His exceptional technical knowledge and leadership skills combined with his dedication to serving his clients ensured his rapid advance to Senior Financial Advisor and then Principal.

After starting his career as a CPA with a large regional tax firm, in 2008 Karl followed his true calling and joined us to become a financial planner. His tax background, combined with his deep experience in planning issues, make him uniquely qualified to lead this practice area and keep us at the forefront of best practices for larger, more complex clients.