Anne M. Schwab, MBA, CFP


For almost three decades, Anne Schwab, MBA, CFP(R), has utilized principles from the Certified Financial Planner (R) accreditation program to teach both clients and financial professionals the basic tenets of how money works. Anne, a CFP(R), has held a multitude of financial licenses including securities, insurance and real estate, and was certified for mortgages and long term care insurance. She is passionate about teaching others how to gain financial independence and has developed a unique teaching style to explain the complexities of personal finance, how the "financial organs" are integrated and the prescription for becoming - and remaining - financially healthy.

Smashwords Interview

When did you first start writing?
In high school I doodled with poetry, a couple of which received awards and were published. It wasn't until twenty years later that I discovered I had a passion for writing. At that time, I didn't believe in myself - that is, I didn't believe that I was good enough to be a "professional" writer. To feed my passion, I began a magazine that contained informative articles in place of traditional advertising. After multiple advertisers complimented my "editing" I began to believe in myself. With multiple books in the works (in various genres - none of which were on the road to completion), I decided that my first book should be about what I knew best - personal financial planning. While I probably didn't need further validation of my abilities, I was thrilled that my initial book was awarded a gold medal, thus creating more inspiration for future books.
Read more of this interview.

Where to find Anne M. Schwab, MBA, CFP online

Where to buy in print


Beware Wolves Posing as Financial Planners: A Guide to Ascertaining Financial Advisors' Competency and Integrity
Price: $5.95 USD. Words: 13,270. Language: English. Published: October 14, 2016. Categories: Nonfiction » Business & Economics » Personal finance
Financial Advisors are NOT created equally. Some are more qualified than others. Some are not qualified at all! Some may cheat you deliberately. Some may cheat you inadvertently. Where do you find answers to your questions? This book sheds light on the financial advisors' compensation practices, understanding credentials and evaluating competency and integrity.
Money Matters Made Simple: A Woman's Guide to Financial Health and Wealth
Price: $9.97 USD. Words: 99,310. Language: English. Published: November 30, 2015. Categories: Nonfiction » Business & Economics » Personal finance
Whether single, married, divorced or widowed, every woman needs to know the basics of financial planning and personal finance to be able to make informed–and smart–financial decisions. This gold medal winner is not another fad advice book. The author draws from more than 25 years of experience to explain complex subjects in easy to understand language using metaphors and actual client scenarios.

Anne M. Schwab, MBA, CFP's tag cloud