Josh Schwartz is a founding Principal and Chief Executive Officer of RPA. He leads the firm’s dynamic approach to retirement plan design and investment advisory services, with an emphasis on driving positive, measurable impacts on participant retirement outcomes. He serves on RPA’s Investment Committee and is actively engaged in all aspects of the firm’s strategic planning and growth initiatives. Josh began his career serving public sector retirement plans in 1989. He has held various roles over the years, bringing extensive experience overseeing plan design, investment menu selection, RFP processes, internal back-office operations, compliance, and investment advice. As Regional Dire

Joshua Schwartz
Chief Executive Officer and RPA Founding President
Retirement Plan Advisors
United States, Illinois, Chicago
About Me
Profile Information
Chief Executive Officer and RPA Founding President
Retirement Plan Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
May 27, 2025
More profiles to browse
Matt Martin
Regional Director and CERTIFIED FINANCIAL PLANNER ™ professional
Timothy Rozelle
Area Director
KM
Ken Mergen
President and Vice President - Group Retirement Plans
ZK
Zachary Karas
Partner/Principal
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University