Securities America A Vested Interest
Chanie Schwartz CFP®


295 Madison Avenue, Suite 1101
New York, NY 10017
Phone: 212-661-5190
877-661-5190
FAX: 212-661-5670
Email:
avestedinterest@verizon.net

Chanie Schwartz brings a wide range of experience to the financial services industry. She 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.) designation through the American College and continues her studies to keep up with the latest developments in the field. She has been actively working in the field since 1996 for a large financial firm.

In 2005, Chanie Schwartz founded A Vested Interest, Inc., an independent financial services firm where she offers her expertise and addresses her clients’ goals with the commitment and personal touch her clients have come to count on.

Chanie resides in Brooklyn, NY with her husband Steven and their son. Her hobbies include spinning and gardening.

CalculatorsNewsletters
 

Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators>>>

 

Shelter from the Storm
Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.

Giving for the Greater Good
When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

A Retirement Plan for One
Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Develop a Life Plan
An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

More Newsletters>>>

Market Watch
 
Markets Charts
Quotes Portfolio
  Articles
Educate yourself on a variety of
financial topics.
Calculators
A host of financial tools to assist
you.
Newsletters
Timely Newsletters to help you
stay current.
Glossary
Financial terms from A to Z.