Your Retirement Consultant serves as your Cleary Gull guide in pre-retirement. They are responsible for understanding your financial goals and are available to help with all of your pre-retirement and retirement planning needs.
Scott A. Schwartz, CFP®, CIMA® - Retirement Consultant Telephone: 650.533.7732/877.747.1133 As a Financial professional and as a Captain with American Airlines, Mr. Schwartz is uniquely qualified to help pilots prepare and execute the transition from active line pilot to retiree. With extensive experience in financial planning and money management, Mr. Schwartz has been a financial consultant managing client assets and advising represented firms on investment banking projects since 1994. Mr. Schwartz has recently served as chairman of the American Airlines Pilot’s Pension Committee overseeing over four billion dollars in aggregate plan assets. Formerly a TWA Captain, he served as vice-chairman and as secretary/treasurer representing the TWA pilots for the Air Line Pilots Association. Having earned an undergraduate degree from San Francisco State University, he later completed his Masters of Business Administration Degree, focusing on finance and economics. He also completed the Financial Planning and Securities Analysis Program curriculum at the University of California at Berkeley; and the Investment Analyst program through the University of Pennsylvania’s Wharton School of Business. He is a Certified Financial Planner™ practitioner and a Certified Investment Management Analyst™.