Andrea Schwartz, MBA, CFP

Mutual Funds Representative attached to Peak Investment Services Inc.

Andrea has 22 years experience in the insurance and financial services industry and holds the industry recognized Certified Financial Planning (CFP) designation. The CFP designation, which is awarded by the Financial Planners Standards Council, is a mark of quality and professional integrity within the financial services industry.

As a Certified Financial Planner, Andrea offers clients advice on investments, insurance and retirement planning. In addition to her CFP, Andrea has her Life Insurance License (including accident and sickness).

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