Andy Schwartz, CFP®

Caldwell, New Jersey, United States Contact Info
2K followers 500+ connections

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About

Barron’s Top 100 Independent Advisors: 2020-2023 & Top 1200 Financial Advisors:…

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Experience & Education

  • Bleakley Financial Group

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Honors & Awards

  • Barron's Top Advisors in America for : #20 in New Jersey (2018, 2019)

    Barron's

    Award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

  • Financial Times 400 Top Financial Advisors (2018, 2019)

    Financial Times

    The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. Top advisors were chosen based on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.

  • Forbes Magazine - Best in State Advisor #11 (2018, 2019)

    Forbes Magazine

    This list acknowledges the top advisors across the country, state by state. Recognizing assets under management, years of experience, community involvement and client retention data.

  • 2012 Outstanding Philanthropist

    Association of Fundraising Professionals - New Jersey Chapter

    The Association of Fundraising Professionals (AFP), which represents more than 30,000 members in 200 chapters throughout the world, advances philanthropy through advocacy, research, education and certification programs. AFP fosters the professional development of fundraising professionals and promotes ethical standards in the fundraising profession.

    The New Jersey Chapter of AFP, one of the largest chapters, is an individual member association that advances philanthropy through…

    The Association of Fundraising Professionals (AFP), which represents more than 30,000 members in 200 chapters throughout the world, advances philanthropy through advocacy, research, education and certification programs. AFP fosters the professional development of fundraising professionals and promotes ethical standards in the fundraising profession.

    The New Jersey Chapter of AFP, one of the largest chapters, is an individual member association that advances philanthropy through education, training and advocacy across the state. We base our programs and services on research, experience and the highest code of ethical principles and standards of professional practice.

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