Our Qualifications


  • Graduate of Cardinal Spellman High School, Bronx NY
  • B.S., Psychology with a Minor in English -- City University of New York, 1973
  • M.S.F.S (Masters of Financial Services) -- American College --
    • Masters Degree completed 03/05
  • CASL® (Chartered Advisor for Senior Living) Designee
  • CLTC (Certificant of Long Term Care) Designee
  • RHU® (Registered Health Underwriter) Designee
  • REBC® (Registerd Employee Benefit Consultant) Designee
  • MDRT (Million Dollar Round Table) Lifetime Member(Top of the Table)


Securities and Investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC.  Schwartz Financial Concepts is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  Supervisory address:  2650 Warrenville Road, Suite 100, Downers Grove, IL 60515.  Phone: 630-441-1000.

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