Stacey Schwartz

As a licensed Reverse Mortgage Planner in multiple states, I am dedicated to assisting individuals in achieving their financial objectives through the application of my practical experience in the Financial Services industry and my degree in Economics from Tufts University. I firmly believe in the power of financial planning and the positive impact it can have on people's lives.

My journey in the financial industry began with working on Wall Street. My affinity for working with mature clients developed when I worked at Sunrise Assisted Living, where I had the opportunity to witness firsthand the financial challenges faced by older adults. Over time I also served as a caregiver for my grandmother, mother, and aunt in their later years. These experiences sparked my passion for helping individuals secure their financial future, particularly as they contemplate retirement. With my educational background and industry experience, I possess a comprehensive understanding of the complexities surrounding Reverse Mortgages. I am well-versed in the regulations and requirements across multiple states, ensuring that my clients receive tailored advice and guidance that suits their specific needs.

Combining my firsthand understanding of the needs of aging individuals and their families, along with my comprehensive knowledge of economics and financial systems, I have found my true passion in helping clients navigate the complexities of reverse mortgages. I firmly believe that everyone deserves to enjoy a secure and comfortable retirement, and I am dedicated to providing personalized solutions that cater to each client's specific circumstances.
Beyond my professional pursuits, I have a diverse range of interests and hobbies. I am an avid hiker, finding solace and inspiration in the great outdoors. I also have a deep love for literature and enjoy reading books from various genres. Additionally, I find great joy in engaging in creative activities such as quilting and other crafts, allowing me to express my artistic side.

If you are seeking a dedicated and knowledgeable reverse mortgage planner who genuinely cares about your financial well-being, I am here to assist you on your journey towards a secure and fulfilling retirement.