Chanie Schwartz, CFP® Chanie Schwartz is an independant wealth manager and the founder of A Vested Interest Wealth Management located in New York City. She works closely with a select group of successful executives to help them achieve financial independence so that they can spend more time doing the things they enjoy. Chanie is frequently quoted in the media including the Wall Street Journal and Business Week. Chanie made the deans honor list and graduated cum laude with a Bachelor of Science degree in Business Management and Finance from Brooklyn College. Chanie successfully completed the required courses for her CFP® (Certified Financial Planner™ Board of Standards, Inc). Earning and maintaining the right to use the CFP® mark means that Chanie has passed a rigorous certification examination and continues to meet the CFP Board of Standard's specific education, experience and ethical requirements. Chanie resides in Brooklyn, NY with her husband Steven and their son. Whenever time allows she pursues her love of spinning.
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 A balance sheet summarizes your assets and liabilities and reveals your net worth. This calculator is designed to help you attach a dollar figure to your life’s work. Use this calculator to estimate how much income and savings you may need in retirement. This Cash Flow Analysis form will help you weigh your income vs. your expenses. |
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Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Chanie Schwartz, Representative. A Vested Interest and Securities America are not affiliated. |
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