Steven Schwartz, CFP®

Steve Schwartz is a Certified Financial Planner® and Director at TFO Wealth Partners with over 25 years of experience. He leads the Houston office, specializing in wealth advisory, risk management, and tax minimization for high-net-worth families, leveraging his degree from The University of Texas at Austin.

Outside of work, Steve enjoys spending time with his three children, sharing good food and wine with friends, and playing golf. He is also a supporter of community events, including the JCC Maccabi Games in Houston.

He finds the most rewarding part of his career is helping multiple generations of the same family, sometimes working with the third generation of his clients.