Investment Advisor Representative
Wayne N. Schwartz is the owner of CAPITAL RETIREMENT PLANNING GROUP, a firm specializing in investment management for retirement plans, business owners, and high net worth individuals. Emphasis is placed on asset growth, preservation, and sustainable retirement income.
With forty-two years of advanced financial planning experience, Wayne is familiar with the dynamics of capital formation within a business and the need for reliable income in retirement.
Wayne’s own business experiences, including assignments in London, England and Wiesbaden, Germany, combine to enhance the advice afforded all clients. Wayne uses a “building block” investment approach to asset management, guaranteed income, family and business planning.
Mr. Schwartz is a 1975 graduate of the University of Florida with a professional degree in architecture and Master Degree in technical education. He started his insurance and investment planning career in the “financial district” of San Francisco, California with the Massachusetts Mutual Life Insurance Co. in 1976. From 1983 to 1992, Mr. Schwartz was the vice president and general partner of DMI Financial Group, an insurance planning and real estate firm. He relocated from San Francisco to Austin, Texas in 1991, and has been an independent financial advisor since 1994. He received his Registered Financial Consultant certification in 1996 and Investment Advisor Representative Status in 2004. In 2011 Wayne received recognition as a Five Star Wealth Manager for Central Texas by Five Star Professional Research and was published in the September issue of Texas Monthly magazine.
Wayne has been married to his wife, Lilia, since 1983. Together, they have raised two beautiful daughters, both of whom Wayne is immensely proud of. Both girls are graduates of the University of Texas. Wayne, who embodies the term "superdad", continues to play an active role in his girls' lives, and shares in their many joys and successes.
Licensed in the following states: Texas