About Us
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Chanie Schwartz is an independent 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 on their path towards financial independence so that they can spend more time doing the things they enjoy. Chanie has been quoted in the Wall Street Journal and Business Week. Chanie resides in Brooklyn, NY with her husband Steve and their son. When ever time allows, she pursues her love of spinning.
After graduating cum laude from Brooklyn College with Bachelors of Science degrees in Business, Management and Finance, Chanie spent over eight years at Morgan Stanley. She successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Planner Board of Standards, Inc. Earning and maintaining the right to use the CFP® mark means Chanie has passed a rigorous certification examination and continues to meet the CFP Board of Standard's specific education, experience and ethical requirements.
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