I focus on working with transitioning professionals who are either changing companies or retiring. Together we review their 401(k) and other Retirement Plans to uncover hidden fees and analyze all available investment options, helping to ensure they align with their short, medium and long-term goals. - I am a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planning Board of Standards, Inc. and a Certified Plan Fiduciary Advisor (CPFA) designee specific to my work on Employer Retirement Plans. - Named to Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" List in 2017 & 2018 and Forbes "Best-in-State Next Generation Wealth Advisors" list in 2019. - I educate and empower my clients to help navigate the challenges of growing their assets, preserving their wealth and planning their legacy. - My team has developed and refined a goals-based wealth management process that evolves over time, in-step with our clients' lives. It is a disciplined, agenda-driven approach that offers forward-looking advice and predictability to their financial lives throughout their careers and into retirement. - From New York, but have lived in Florida since 2006. My wife, Jenna Katz Schwibner, DMD, and I now reside in her hometown of Vero Beach, FL with our three children, Ari, Madelyn and Eli. - When I am not working or spending time with my family you can find me on the golf course.