Hughes Schwartz, CFP®, CLU®

Wealth Management Advisor

Professional

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 Hughes Can Add Value

Hughes and his team help highly compensated professionals, business owners, empty nesters, and retirees with their financial planning--bringing unique value to their individual and/or business needs.  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 future. Hughes works extensively with physicians and dentists on their financial wellness--including but not limited to--disability insurance with a medical occupation definition, student loan repayment strategies, retirement planning, and wealth management. 

 
 

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