Kris Schwartz is the founder of Wealthcare Financials, where he helps physicians, dentists, and other professionals protect and grow their wealth through personalized financial strategies. He holds his Series 6 and 63 licenses, allowing him to support clients with both insurance solutions and investment strategies essential to building long-term financial confidence.
Kris began his journey in financial services after a successful career in technology, driven by a desire to bring practical and meaningful financial guidance to those closest to him. Inspired by his mother, a K–12 teacher, he began his career serving educators with retirement strategies, pension maximization, and insurance education. That passion quickly grew, and Kris became a trusted resource for public employees across Texas.
In recent years, Kris has expanded his focus to serve the medical community - working with physicians, dentists, and other healthcare professionals to help them protect their most important asset: their income. His deep understanding of the unique financial needs of medical professionals has made him a sought-after financial professional in this space.
Kris is a multi-year recipient of the prestigious Leader’s Club award and has earned multiple Presidential Citation Awards recognizing top performance within the Guardian network. He continues to be passionate about developing new advisors and sharing the knowledge he’s gained to elevate the profession.
Kris graduated from the University of Texas at San Antonio with a BBA in Marketing. He lives in Round Rock, TX with his wife Danielle and their two children, Kole and Kendall. Outside of work, Kris enjoys golf, family time, cheering on the Cowboys and Longhorns, and volunteering in his community.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.