About Us

AXA Advisors, LLC.

Local Office
3141 Fairview Park Drive, Suite 250
Falls Church, VA 22042

Phone:

  • 703-205-0314

About Me

ELIZABETH A. SCHWARZMAN, ChFC, CLU

Retirement Planning Specialist

As a Retirement Planning Specialist with AXA Advisors, LLC, I along with my business partner, Patrick Robertson, have built our practice working with three key types of clients:

Individual Transitioning Through Life Events – Life doesn’t always go the way you’ve planned.  We are here to help with the financial complexities of divorce, widowhood, changes of employment (including impending retirement).  We will listen to your needs, carefully develop customized strategies for you, show you your options and be there with you every step of the way.

Young Families – For young families there’s no time like the present to begin planning for the future.  Our first step can be as simple as identifying the needs for family income protection.  We can then move on to educational funding and retirement planning so that you can have peace of mind knowing that their financial needs will be met.

Business Owners and Their Companies – Business owners have many pressures aside from just running their businesses.  They have to keep their customers happy and more importantly they need to keep their employees happy.  We work with these owners to ensure that they are getting the maximum benefits from their companies in terms of possible tax savings; retirement savings and we work with them to ensure they are providing competitive benefits for their employees.

Our step-by-step process will identify what you will need to know in order to avoid the issues and risks that might create adverse tax consequences and/or estate planning issues.  Once your concerns are identified, we work behind the scenes to keep you fully informed and to implement solutions carefully customized to your family’s and/or business’s needs.  All of which will make it easier for you to feel secure that you and your family and/or employees are well cared for and to allow you to get a good night’s sleep.

I have served as a member of the National Board of Directors of the Society of Financial Services Professionals (2013-2016).    I am active with the Executive Women’s Golf Association, as well as a wife, mother, and grandmother of two. 

Since 1987, I have been helping families, individuals and business owners achieve their financial goals/needs. I have earned my Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations and hold my life insurance license in over a dozen states.  I hold my FINRA Series 6, 7, 24, 26, 63, and 65 registrations.  I have earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.  Only a select group of AXA Advisors financial professionals qualify for and complete this elite program.  In short, I have dedicated my professional life to developing my knowledge and expertise in order to better serve my clients in a complex, ever-changing financial world. How can I help you?

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC. 

The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com. AGE 93383(4/2019)

Link to www.axa.com  

The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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