CERTIFIED FINANCIAL PLANNER (CFP®) with nearly 30 years of experience; a sought-after speaker who has lectured nationally to financial service professionals and has appeared in numerous major media regarding financial issues.

Professional specializations:

  • Comprehensive financial planning
  • Estate planning
  • Investment management
  • Retirement and transition planning
  • Retirement plan design and management

Education:

BS in finance from Rowan University

In the Community:

Scott Schwartz and his wife Coleen, the parents of five children, support dozens of charitable causes and organizations which also reflect Bleakley clients’ interests. Their primary efforts are in dog rescue (the couple also own two rescue dogs) and support of disadvantaged children. The Schwartz’s actively support New York Bully Crew and its Puerto Rico branchNew Jersey SEEDS; and Neighborhood Ministries of Phoenix, AZ. Says Scott Schwartz, “While we subscribe to the notion that with financial success comes great personal responsibility, we also recognize that the more we do in the service of others, the richer our lives become.”

Awards:

  • 2019 Forbes Best in State Wealth Advisor*

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criteria due to varying client objectives and lace of audited data. Neither Forbes nor Shook Research receives a fee in exchange for rankings.

Request an Appointment with Marlene Carpena