Haley M. Schwartz

Wealth Advisor

Haley is a Wealth Advisor for RKL Wealth Management and specializes in helping clients create sound financial plans. She works closely with the Investment and Planning teams to help navigate every unique client situation.

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
  • Certified Financial Planner (CFP®)
  • Retirement Income Certified Professional (RICP®)
  • Series 65 – Financial Industry Regulatory Association
  • Certified Financial Planner (CFP®)
  • Retirement Income Certified Professional (RICP®), The American College of Financial Services
  • Lancaster Estate Planning Council
  • United Way Emerging Leaders
  • American Business Women’s Association, past treasurer

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