Broker Check
 
Kris Schwartz

Kris Schwartz

Managing Director

In addition to servicing his personal financial clients, Kris Schwartz also serves as the Managing Director for Capitol Wealth Strategies. Prior to joining the firm, Kris left a highly successful career in technology to pursue the ultimate challenge of becoming a financial professional, bringing uncommon knowledge and wisdom to those closest to him. Kris saw the impact of clear financial strategies in his own life as his mother was a K-12 teacher, and Kris had a calling to assist teachers with retirement education, pension maximization, and insurance planning when he first started out. Kris’s passion grew, and after being promoted into Management, Kris built a successful team of financial professionals that provides retirement education to thousands of public employees throughout Texas. Over the last couple of years, Kris has also become a resource to those professionals in the medical field. In working daily with Physicians, Dentists, and others in this area, he has become a resource for helping them better protect their #1 asset, their income, through Disability Insurance.

Kris also holds his Series 6 and 63 licenses allowing him to make an impact for his clients not only with insurance, but also supporting them with investment strategies critical to every portfolio.

Kris believes the only thing more satisfying than teaching a client how to best prepare for their future is to train new advisors to do the same for clients of their own. Kris has earned numerous recognition awards for advisor recruitment and has since become an instrumental member of the firm in developing new advisors as they enter the industry. Kris has earned the prestigious Leader’s Club award several times which recognizes financial professionals for their exceptional dedication to the financial services industry. Kris also received five Presidential Citation Awards rewarding the top Manager’s across the country in the Guardian Network.

Kris graduated from the University of Texas at San Antonio with a Bachelor of Business Administration in Marketing and remains committed to continuing education and industry certifications that expand the value he provides to his clients. Kris resides in Round Rock, TX, is a devoted husband to his wife Danielle, and believes his greatest success is found in raising his children, Kole and Kendall. Kris enjoys playing golf, spending time with his family, watching the Cowboys & 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.