Steven Schwartz, CFP®

Examiner
DISC Type : cs

Director, Houston | Family Wealth Strategist at TFO Wealth Partners

Houston, Texas, United States

Overview

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.

Personality Overview

Status Quo Seeker

Late Adopter

Process Oriented

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Generational Wealth
He has over 25 years of experience and is now working with the third generation of some client families, focusing on creating a lasting legacy.
Tax Minimization
This is a core specialty mentioned in his professional profile, indicating a key area of expertise and client focus.
Insurance Strategies
He is licensed to sell life and health insurance and posts about using policies as a financial tool beyond just risk management.

Media Appearances

Steven has no verified media appearances

Work History

1-2010
Director, Houston | Family Wealth Strategist at TFO Wealth Partners
1-1983
Principal at TDC Life

Education

1977 - 1981
Bachelor’s Degree from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 42 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Director, Houston | Family Wealth Strategist at TFO Wealth Partners
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Steven

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Steven take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Steven

Personality Compatibility


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