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RICHARD SCHWARTZ, CPA
rschwartz@sscapm.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 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.
Securities offered
through Purshe Kaplan Sterling Investments member FINRA/SIPC
Headquartered at 18 Corporate Woods
Blvd. , Albany ,
NY 12211
Spectrum Strategic Capital Management, LLC is not affiliated with Purshe
Kaplan Sterling Investments
NOT FDIC INSURED.
NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.
NOT INSURED BY ANY
STATE OR FEDERAL AGENCY
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