portrait of Brent E Schwartz

About Brent

Investing has always been a fascinating topic for me. Born and raised in Everett, Washington, I loved hanging out with my dad as he tracked the performance of his investments.

In college, I worked full-time hours as a full-time student to pay my way. But even then, I knew investing was a way to make my money work for me, instead of the other way around.

After graduating from Northwestern College, I worked in retail, mortgage lending and youth services. I continued following the market, sharing what I learned with friends and family. Working with youth, I found I really enjoyed...

Focus Areas

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • College Savings
  • Business Retirement Plans
  • Intergenerational Planning
  • New Investors

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northwestern CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Popular Culture
  • Coaching Sports
  • Football
  • Tennis

Team Members

  • Misha Ibarra
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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