Chet Schwartz, CEPA, CIMA®, CFP®
Login to view DISC.Chet Schwartz is a Vice President and Wealth Financial Advisor at M&T Bank, operating under the Wilmington Advisors brand. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), he focuses on comprehensive financial strategies for clients navigating complex situations like business succession and retirement.
Based on his professional focus and social media activity, Chet has a particular interest in addressing the unique wealth management challenges faced by Generation X. His professional development is informed by prestigious institutions like Harvard Business Review and The Wharton School, reflecting a commitment to high-level strategic thinking.
He recently earned an Executive Master of Business Administration from the Quantic School of Business and Technology, demonstrating a dedication to continuous learning.
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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