Jeanie Schwarz
Financial expert helping clients take control of their financial lives through the transitions of retirement, divorce and widowhood.
- Role
- Partner at Cerity Partners
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner
Jul 2023 — Present · Richmond, VA, US
Education
Institute of Canadian Bankers
Fellow, Banking
2004 — 2008
Dalhousie University
MBA, Financial Services
2004 — 2008
Georgetown University
Executive Certificate, Financial Planning
2002 — 2002
Virginia Tech
BS, Home Economics
1980 — 1984
Skills
- Personal Financial Planning
- Retirement Planning
- Management
- Personal Finance
- Teaching
- Public Speaking
- Estate Planning
- Small Business
- Financial Services
- Strategic Planning
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