Haley M. Schwartz

Wealth Advisor

Haley is a Wealth Advisor for RKL Wealth Management and is a Retirement Income Certified Professional. She specializes in helping clients create sound financial plans.

Haley joined the firm in 2017, bringing more than five years of experience as a Financial Advisor.

  • B.S. Business Management, Legal Environment of Business minor, Penn State University
  • Retirement Income Certified Professional (RICP®)
  • Retirement Income Certified Professional (RICP®), The American College of Financial Services
  • Series 65 – Financial Industry Regulatory Association
  • American Business Women’s Association, past treasurer
  • Series 7, 63 and 65 Registrations

Haley resides in Lancaster and enjoys the beach, spending time with friends and family and watching sports (We Are!).