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RICHARD
SCHWARTZ, CPA
rschwartz@scpag.com
Richard
earned his B.A. at the City College of New York and his M.A. and PhD
at the Graduate Faculty of the New School for Social Research.
He also holds a Series 7 Securities License, and is a member
of the American Institute of Certified Public Accountants, Tax and
Financial Planning Divisions, and the Oregon Society of Certified
Public Accountants.
He has
taught at Oregon State University and the University of Portland.
Richard has also owned a regional computer consulting company
and a restaurant, and is an active investor in commercial real
estate.
In his
practice, he concentrates in the area of advanced tax and personal
financial planning strategies, strategic business planning, mergers
and acquisitions and asset protection, estate planning and
investment management.
Away
from the office, his interests are collecting art, traveling, and
going to the movies.
Registered
Investment Advisors
Securities offered through Purshe Kaplan Sterling Investments,
Member FINRA/SIPC
Headquartered at 18 Corporate Woods, Blvd. Albany NY 12211
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