Hughes Schwartz, CFP®, CLU®

Financial Advisor

Professional

Hughes began his career with Northwestern Mutual in 2010 and is committed to providing a comprehensive financial plan for each individual and business. Central to Hughes’ approach is cultivating a foundation of personal relationships with each individual client...working to gain an in-depth understanding of their particular needs, present circumstances, and personal goals for the future.

Hughes believes that every client has a wide variety of needs as they maneuver through a complex financial-services world, and having a defined process for making financial decisions is one of the keys to success. Through an individually tailored fact-finding process, Hughes is able to address holistic and comprehensive financial planning needs and create a custom financial plan to help ensure financial security.

Education

Hughes earned his Bachelor of Science in Business Management from Clemson University in 2010.

Professional Designations

Hughes earned his CFP® (CERTIFIED FINANCIAL PLANNER™) certification in 2020. This designation is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Hughes earned his CLU® (CHARTERED LIFE UNDERWRITER) certification in 2017. This designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. To obtain the CLU® designation, a candidate must complete required coursework, meet experience requirements, maintain ethical standards, and comply with The American College's Code of Ethics and Procedures along with periodic recertification / continuing education requirements.

Where I Can Add Value

Hughes and his team help highly compensated professionals, business owners, empty nesters, and retirees with their financial planning. Many of the successful individuals and families they meet with have not yet taken the time to develop a customized financial plan addressing the necessary intricacies to achieve peace of mind as it relates to their planning. 

Physicians and Dentists

Hughes works extensively with physicians and dentists on their financial wellness bringing unique value to their individual and/or business needs. This includes, but is not limited to, disability insurance with a medical occupation definition, student loan repayment strategies, retirement planning, and wealth management. 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck