Robert Schwarz

ROBERT A. SCHWARZ CFP®, CLU, ADPA

Managing Director - Investments

As the second member of the leadership team, Bob provides the “big picture” outlook to The Olin Financial Group’s clients. Since 2002, Bob has been an integral part of The Olin Financial Group’s success, focusing on estate investment planning strategies, insurance, asset management, Social Security strategies, as well as possessing a thorough knowledge of the Chevron company retirement plan. Bob has earned the title of Managing Director - Investments, the highest production level attainable at Wells Fargo Advisors, as well as the Premier Advisor* designation. Bob began his career in the Financial Services Industry in 1988 and holds the certification of CERTIFIED FINANCIAL PLANNER™, as well as the designation of Chartered Life Underwriter. In 2014, Bob earned an additional designation as an Accredited Domestic Partnership Advisor (ADPASM) and has been a Five Star Wealth Manager** for the last 8 consecutive years (2012-2019). He was also named by NABCAP as one of the Bay Area’s Premier Wealth Advisors*** in 2012, 2013, 2014 and 2015. Most recently Bob was named to the ranking of 2019 Best in State Wealth Advisor by Forbes. He is a member of the Diablo Valley Estate Planning Council as well. Bob is a graduate of Oregon State University with a Bachelor of Science in Business, with an emphasis in Finance and Accounting.

Bob believes in giving back to the community and does this through his support of numerous charities. Bob lives in Walnut Creek with his wife and daughter and enjoys snow skiing, home brewing, golfing, hiking, biking and kayaking.

Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level or standards as measured by three or more of the following; length of service with the firm, completion of educational components, business production, and professionalism.

**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

2012- 1,145 East Bay Area wealth managers were considered for the award; 194 (23% of candidates) were named Five Star Wealth Managers.
2013- 858 East Bay Area wealth managers were considered for the award; 194 (23% of candidates) were named Five Star Wealth Managers.
2014- 4,527 East Bay Area wealth managers were considered for the award; 204 (5% of candidates) were named Five Star Wealth Managers.
2015- 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016- 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017- 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018- 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019- 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers.

***Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.

*****The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.