Schwartzman is an investment firm that cares about its clients' personal and professional lives. Our purpose is to simplify the process of reaching our clients' financial objectives. Our all-encompassing method prioritizes customer education with financial advice, risk management, and tax preparation. In 2010, Alexei Schwartzman established the company with the intention of disrupting the financial sector. Professionals and families who are constantly on the go can delegate their financial needs to this company. Along with selling our own goods, we offer advice to specialists in the sector. This enables us to keep our objectivity and give our clients better service. A certified financial planner (CFP) since 2014, a certified life underwriter (CLU) since 2020, and a responsible investment specialist (RIS) since 2021 are the three professional titles that Alexey Schwartzman holds.
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