John S. Schwalbach, CFP®, CLU, AIF®PARTNER
John Schwalbach is one of the team’s co-founders and Financial Planners. He creates custom financial plans for business owners and families that are tailored to their needs. Prior to co-founding Freedom Financial Partners in 2013 John spent nine years as an advisor at two other firms in the Twin Cities.
He made a career transition in 2002 to financial services from a technology company. He made the decision to become a financial advisor and discovered that he loves helping people find out what they value most and then make smart, long-term decisions about money that are in alignment with those values. John’s passion for values based financial planning is one of the building blocks of Freedom Financial Partners.
He indulges his love of coaching as a volunteer basketball coach for the Hudson Basketball Association. John is also on the Board of Directors for Trinity Church and Trinity Academy in Hudson, WI.
He lives in Hudson, WI with his wife Kerry and their two sons and one daughter. When he isn’t spending time with his family, he likes to read and play an occasional round of golf.
John graduated summa cum laude from St. John’s University and is a member of the Financial Planning Association and the Financial Services Institute. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU), and Accredited Investment Fiduciary® and has obtained his life/health/accident insurance licenses.