Peter Schwartz, Cima Email & Phone Number

I love a good challenge, but I also believe that in life, there is no such thing as a 100-percent “right” answer. As an investment advisor, I consider time-tested financial science and our clients’ unique circumstances to create strategies for resolving the everyday challenges they face. Financial decisions are not easy to make, but they often have lasting impact. My goal is to ensure that clients don't make poor, short-term financial choices that could have a negative impact on their ability to meet long-term objectives. As a Director in Wealth Management, and a Partner at Aspiriant, I enjoy the psychological aspect of the service I provide. When the economy and financial markets are strong, it’s my duty to maintain an unassuming stance; when they are unsettled, I nurture expectations of the future possibilities. Working with families allows me to create lasting relationships that are grounded in meaningful planning and encourage financial education and stewardship across generations. Outside of my role at Aspiriant, I serve on the Board of Directors as President for the Pur-DU Educational Foundation and am a member of the Professionals Committee for the International Game Fish Association (IGFA), where I help manage planned giving matters for the long-term financial stability of the organization. I am proud to be a registered investment adviser representative and am a member of the Investment Management Consultants Association (IMCA). I earned my bachelor’s degree in Financial Planning and Counseling from Purdue University and am a Certified Investment Management Analyst® professional.You can find me on Twitter @PeterSchwartzLImportant Disclosures: http://ow.ly/vBMiR

Listed skills include Management, Investments, Financial Services, Strategic Planning, and 9 others.