Karch Schwartz

Sr. Paraplanner & Associate Financial Advisor

Karch is a Senior Paraplanner and Financial Advisor at Legacy Private Wealth Partners, with more than three years of experience in the industry. He’s passionate about helping people achieve their financial goals and committed to providing personalized service and sound financial advice.

Karch holds a Series 66, Series 7, and SIE® license, and an undergraduate degree in philosophy, accounting, and communication from University of Colorado Boulder. He previously worked at Fidelity Investments as a Client Service Representative.

Outside of work, he enjoys working out, spending time with friends and family, and playing or watching sports. Karch also enjoys volunteering in his community.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.