I am originally from Saratoga Springs, NY and received my Bachelor of Science in Business Administration and Finance from the Rochester Institute of Technology in 1997. I began my career at Northwestern Mutual in 1996 as a financial representative intern and continued to develop my career by converting to a full time financial representative following graduation from RIT.

As my career developed, I held many positions within Northwestern Mutual including College Unit Director, Field Director, and Financial Advisor. In 2007, I accelerated my career further and became a Wealth Management Advisor with Northwestern Mutual Wealth Management Company. Following this transition, in 2009 I was appointed to Managing Director of the Rochester Northwestern Mutual office and currently hold this position as well as managing my personal practice – The Schwartzbeck Financial Group. I have a team of individuals to which I’m truly grateful for who assist me in taking care of client needs and day-to-day operations.

I currently reside in Fairport, NY with my wife Alexa and two children, Elisabeth and Andrew and our dog Tucker. I enjoy playing golf, ice hockey, reading business books, and spending time being a husband and father to my wife and kids. 

Russ Schwartzbeck is involved in numerous community activities, including:

  • Rochester Small Business Council Board President 2011 
  • Past President of the Rochester Mental Health Association.
  • Alumni Advisory Board Chair at the RIT Saunders College of Business.
  • Co-Founder of the RIT College of Business Recent Alumni Group.
  • Co-Founder of the RIT Matthew Sullivan Scholarship Fund and Matthew Sullivan Golf Tournament.


Russell K Schwartzbeck, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor

The Schwartzbeck Financial Group


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