About Us

About Me

ELIZABETH A. SCHWARZMAN, ChFC, CLU

Retirement Planning Specialist

As a Retirement Planning Specialist with Equitable Advisors, 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 Equitable 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 Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 

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.

Link to www.axa.com  

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' affiliated life insurance carrier, 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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