Joshua Schwartz

About Joshua Schwartz

Joshua F. Schwartz, President, is a founding Principal of Retirement Plan Advisors and serves on the firm’s Investment Committee. Josh is responsible for design of the firm’s 457, 401(a), 403(b), and retirement healthcare funding plan services and offerings.Josh began a long history of serving public sector employees and their families after graduating from The University of Chicago in 1987. He began his public sector career as a field enroller and financial educator working directly with plan participants, helping them meet their retirement goals. In Josh co-founded RPA with the goal of offering public sector employers and their employees the option of working with an independent Registered Investment Adviser (RIA) to better address their retirement benefit needs.Today, RPA is among the country’s leading independent public sector service providers, with more than 650 governmental clients. Within the industry, Josh has become a recognized voice on financial literacy and investor education. He leads frequent speaking engagements with public sector, finance, and business officer associations on topics including plan design, benefit maximization, and retiree healthcare funding issues.Josh has been licensed as a registered representative with FINRA (formerly the NASD) since 1987, and a registered principal since 1998. He is affiliated with an RIA. Josh holds FINRA Series 6, 26, 63, and 65 registrations and is licensed to offer life, accident and health insurance, and variable contracts. He is also an Accredited Investment Fiduciary (AIF).Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer\'s comments may not be representative of any other person\'s experience and is no guarantee of future performance or success.Office of Supervisory Jurisdiction: 29 E. Madison St, Suite 500, Chicago, IL 60602. Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA/SIPC. Investment advisory services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Experience

1. Chief Executive Officer

   Retirement Plan Advisors

   Jan 2024 — Present

Education

• University of Chicago

  BA, Philosophy

  1983 — 1987