Wayne N. Schwartz, RFC is the owner of CAPITAL RETIREMENT PLANNING GROUP,
part of Strategic Financial Concepts, LLC., an independent fee only Registered Investment Advisor firm
providing income and wealth management to individuals, families and businesses.

40 years of continuous education and training in retirement plans.
Wayne has a solid foundation as an investment advisor representative
using a “building block” approach to retirement income planning.

We employ cutting-edge technology and rules-bases evaluation to help make investment decisions.  
Special attention is placed on growing assets so that they can generate a consistent  income stream
that can be relied upon during retirement.   Every effort is and will be made to understand your points
of view and to blend them with the most current advanced planning structures, consumer based
products, some with underlying guarantees, and financial advice that matches your risk tolerance and
lifestyle goals

Began career in the Financial District of San Francisco, California in 1976 and relocated to Austin,
Texas in 1991

  • Insurance Licensed 1976
  • Securities Licensed 1995-2011
  • RFC 1996:  International Association of Registered Financial Consultants
  • Municipal Bond Licensed 2004
  • IAR 2004:  Investment Advisor Representative

Bachelor of Architecture: University of Florida 1974
Master in Education: University of Florida 1975

Noted author; “The Retiree's Complete Guide to the Secrets of a Secure
and Peaceful Retirement” (1997, out of print).

Lecturer and seminar presenter of: The Six Common Errors Made by
Smart People When They Enter Retirement and When Plan “B” Becomes
Plan “A”.

In 2011 Wayne received recognition as a Five Star Wealth Manager for
Central Texas by Five Star Professional Research and was published in
the September issue of Texas Monthly magazine

Wayne is married to Lilia since 1983 and they have two daughters, both graduates from the
University of Texas, Austin.  Hobbies are reading, playing cards, family travel and gardening.  
Wayne was a city league basketball player and tournament level racquetball player until the age of

“Reliability When You Need It The Most”
For additional information about the services offered by Wayne Schwartz,
Strategic Financial Concepts, LLC, Registered Investment Advisor, our
home office support team and especially the firms' philosophy and synergy
circle of services afforded all clients.  
Please go to
Capital Retirement Planning Group
Strategic Financial Concepts, LLC
Registered Investment Advisor