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Robert Schwartz, AIF®

Robert Schwartz, AIF®

Senior Retirement Consultant

Professional Focus
Bob brings over 25 years of experience working with 401(k) plans and has a thorough working knowledge of all types of qualified employee benefit plans.
Responsible for working with Tycor’s retirement clients and their employees, assisting them with their retirement and investment needs.
Involved in all phases of the 401(k) communication process on both an employer and employee level.
Bob conducts the initial and ongoing enrollment meetings and provides ongoing participant education.
Responsible for monitoring and reviewing the retirement plan’s investment lineup and conducts ongoing meetings with the plan’s investment committee. Bob is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Professional Organizations
Financial Services Institute (FS) Member
American Society of Pension Professionals & Actuaries (ASPPA) Member

MBA, Finance, University of Scranton
BS, Business Administration, University of Scranton
Accredited Investment Fiduciary, AIF®
Series 7 (General Securities Representative)
Series 24 (General Securities Principal)
Series 63 (Uniform Securities Agent State Law Exam)
Series 65 (Uniform Investment Adviser Law Exam)
Life, Health and Annuity License

Bob has taught numerous continuing education courses on such topics as the Basics of Investing and Planning for Retirement.

Personal Interests
Bob is an avid sports fan and enjoys traveling.