Raymond James & Associates, Inc. - Trevor Schwartz

  • Financial Advisors/Tax Services
150 Almaden Boulevard, Suite 1375
San Jose, CA 95113
(408) 279-1724
(877) 486-2174
(408) 279-6163 (fax)
  • About

    My purpose is to help families achieve the lifestyle they envision. I'm a CERTIFIED FINANCIAL PLANNERâ„¢ professional who takes an organized, holistic approach to financial management.