Drew Schwartz
Financial Advisor at Trident Financial
- Role
- Financial Advisor at Trident Financial
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Drew Schwartz
At Trident Financial, our mission is to partner with our clients to define, achieve and sustain their personal “enough” - the amount they need to have a comfortable worry free retirement.We believe that people don’t want to just retire, they also want to have a positive impact on their communities and families.Once “enough” is achieved, our clients are freed up mentally, emotionally and financially to have greater impact with their resources.We offer a personalized experience that fosters an emotional connection, supported by a process-driven approach that results in a plan you can actually use.As a result, our clients are able to retire comfortably and have the ability to do bigger and better things for their community, their church, and their charities -– having an impact greater than themselves.
Experience
Financial Advisor
Aug 2023 — Present · Brookfield, WI, US
We offer a personalized experience supported by a process-driven approach that results in a plan you can actually use.As a result, our clients are able to retire comfortably and have the ability to do bigger and better things for their community, their church, and their charities -– having an impact greater than themselves.
Education
University of Wisconsin-Whitewater
Bachelor of Business Administration - BBA, Finance
2016 — 2020
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