Karch Schwartz


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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