Karch Schwartz

Para Planner, Legacy Private Wealth Partners

Karch is a young and ambitious member of our team. He graduated from the University of Colorado Boulder with degrees in Business, Philosophy, and Communication. At school Karch learned to love complex problems. He then started his career at Fidelity Investments, where he became a Stockbroker, a supervisor, and Mentor. Fidelity provided Karch with the opportunity to take the Series 7 and Series 63. Karch joined Legacy Private Wealth Partners in 2021 as a Para-Planner and support staff. Karch provides intimate customer service while helping clients reach for their financial and personal goals. This requires a complete understanding of the market, investments products, insurance, estate planning, and all the complexities that each client brings.

Outside of work, Karch loves good movies, playing golf, eating good food, and spending time with his partner Kelsey. He currently resides in Parker, Colorado.