Elizabeth Schwarzman, CLU, ChFC

Elizabeth Schwarzman, CLU, ChFC

Financial Strategist & Retirement Planning Specialist

Retirement Planning Specialist

At Retirement Group

Liz works with individuals transitioning though life events such as divorce, widowhood, changes of employment, especially navigating to and through retirement. 

She also works with small business owners to provide employee benefits and retirement plan solutions.

 

Over the last 30 years in the financial service industry Liz has accomplished the following:

  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • FINRA Series 6, 7, 24, 26, 63, and 65
  • Life and health insurance license
  • Member of Society of Financial Service Professionals
    • President – National Capital Chapter 2011-2012
    • National Board Member 2013-2016
  • Certificate of Retirement Planning  – Wharton School of University of Pennsylvania
  • Member of National Association of Insurance and Financial Advisors
  • Member of Million Dollar Round Table

She and her husband, John, reside in Reston, VA.  She and her husband have a daughter and two grandsons.  She is an avid golfer and member of the LPGA Amateur Golf Association

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

1804 Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (703) 205-0314