Sarah Schwartz, Cima®, AI F®
About Sarah Schwartz, Cima®, AI F®
Sarah Schwartz is a VP and Retirement Plan Advisor at Newfront, where she specializes in retirement planning and financial wellness. She holds the CIMA® and AIF® designations and has a background in financial planning from The University of Chicago Booth School of Business.
Work at Newfront
Sarah Schwartz serves as the Vice President and Retirement Plan Advisor at Newfront, a position she has held since 2023. In this role, she specializes in retirement planning and financial wellness, providing customized participant education on various topics, including 401(k) basics, budgeting, and college planning. Schwartz also oversees the Financial Wellness department, ensuring clients receive comprehensive support in their retirement planning needs. Prior to her current role, she worked as the Assistant Vice President, Retirement Plan Advisor at Newfront from 2021 to 2022 and co-founded the NewHER initiative, which she led from 2019 to 2023.
Education and Expertise
Sarah Schwartz holds a Bachelor of Arts degree in Political Economy from the University of California, Berkeley. She furthered her education at The University of Chicago Booth School of Business, where she completed the Certified Investment Management Analyst Program. Schwartz holds the CIMA® and AIF® designations, which reflect her expertise in investment management and fiduciary responsibility. Her educational background and professional certifications equip her with the knowledge necessary to provide effective retirement planning and compliance guidance.
Background
Before joining Newfront, Sarah Schwartz co-founded the Oakland Athletic Rowing Society, where she served as the Founding Women's Head Coach from 2016 to 2020. This experience highlights her leadership skills and commitment to community engagement. Schwartz's professional journey at Newfront began with her role as co-founder and co-lead of NewHER, an initiative aimed at supporting women in the financial services industry. Her diverse background in coaching and financial services contributes to her holistic approach to client engagement and education.
Achievements
Throughout her career, Sarah Schwartz has made significant contributions to retirement planning and financial wellness. She provides clients with ERISA guidance on compliance issues and assists them with fiduciary documentation and compliance tracking through in-house ERISA counsel. Schwartz also supports clients during plan transitions and mergers and acquisitions, ensuring a smooth process. Her diligent fee analysis and negotiations for retirement plans demonstrate her commitment to optimizing client outcomes in the financial services sector.