Financial Advisor Schwartz Catherine Cathy CFP

A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Catherine Schwartz

Financial Advisor

(303) 626-2444

(720) 806-5799

6080 Greenwood Plaza Blvd.
Suite A
Greenwood Village, CO 80111

catherine.schwartz@lpl.com

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Meet the Team

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Meet the Team

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

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Financial Planning Services

Business Retirement Plans

Individual Retirement Plans

Investments

Products & Services

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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