Ari Schwimmer is a Financial Representative with Planning Alliance. He is dedicated to helping clients foster sound financial habits with the goal of protecting and growing wealth. He takes the time to truly understand each client's needs, circumstances, and concerns, and uses this information to develop customized financial strategies.
Ari joined the firm in 2022 transitioning from a career as a Behavioral Therapist. With his background in behavioral therapy and training in Internal Family Systems, Ari has a deep understanding of the connection between financial decisions and mental health, top of mind with every client interaction.
Ari holds his Life and Health licenses.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.