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Noah Schwab, CFP® headshot

Financial Advisor | Owner

Noah is a CERTIFIED FINANCIAL PLANNER™ professional and a member of NAPFA, the FPA, and the Spokane Financial Advisors Network. He’s proud to serve clients throughout Spokane and across the Inland Northwest.

Get to Know Noah

Growing up in Spokane, Noah Schwab learned early that money isn’t just about numbers, it’s deeply personal. Raised with values of service and integrity, he brings a calm, trustworthy approach to retirement planning for people who want more than just investment advice.

To pay his way through Grand Canyon University, where he earned a degree in Finance and Economics, Noah spent summers working on commercial fishing boats in Alaska. That experience taught him grit, discipline, and a deep respect for financial independence, which in turn shaped how he serves his clients.

Today, Noah is a fee-only, fiduciary advisor who helps retirees make smart, tax-savvy decisions with their money. He specializes in Roth conversions, retirement income strategies, and minimizing estate taxes, focusing on what matters most to each client. He believes financial advice should be clear, personal, and never tied to selling products.

A natural teacher at heart, Noah makes complex topics easier to understand. His insights have been featured in U.S. News, MarketWatch, Yahoo Finance, GoBankingRates, and the Spokane Journal of Business. He’s currently writing a financial education book and has helped lead Financial Peace University at his church, True Hope.

Outside the office, Noah and his wife Jenny are soaking up life with their son, Judah. They live in Spokane with their Goldendoodle, Pam (name from the TV show- The Office), and their cat, Lenny. Weekends often include pickleball, snowboarding, or backpacking trips and quality time spent with both sides of the family who also call Spokane home. He’s passionate about seeing Spokane thrive and believes in it’s future.

Quote

"Money is emotional, and retirement is a big life transition. I want to help people feel calm, confident, and prepared in their future."

Noah Schwab, CFP®

Noah and Jenny at sunset in the Oregon Sisters mountainsNoah with extended family gathered at homeNoah and Jenny at the Hood to Coast relay finish linePam, Noah and Jenny’s Goldendoodle, in the snow
Noah’s family at a Spokane-area lake with snowy mountainsNoah hiking above an alpine lake in WashingtonNoah and Jenny on a bridge over a Pacific Northwest creek

Noah's Designations and Affiliations

CFP® logo
CFP®
CERTIFIED FINANCIAL PLANNER™
GSI logo
GSI
Spokane Chamber of Commerce
FPA® logo
FPA®
The Financial Planning Association® (FPA®)
NAPFA logo
NAPFA
The National Association of Personal Financial Advisors
Fee-Only Network logo
Fee-Only Network
Fee-Only Network

Media Mentions and Industry Involvement

  • Spokane Financial Advisors Network logo

    Noah Schwab is a member of the Spokane Financial Advisors Network.

  • Spokane Journal of Business logo

    Noah Schwab is a featured expert in the Spokane Journal of Business

    " The second credit offered is substantial for employers. Owners can receive a tax credit of up to $1,000 a year on their matching contributions."

  • MarketWatch logo

    Noah Schwab quoted in MarketWatch:

    "Nothing is risk-free: How to recognize scam retirement advice"

  • Spokane Financial Advisors Network logo

    Noah Schwab is a featured expert in the Spokane Financial Advisors Network:

    "Spokane Housing Dilemma: Rent or Buy?"

  • Spokane Journal of Business logo

    Noah Schwab is a featured expert in the Spokane Journal of Business

    "Generation hesitated to invest after 2008 financial crisis, faces rising costs to borrow."

  • GoBankingRates logo

    Noah Schwab quoted in GoBankingRates:

    "7 Biggest ‘Get Rich Quick’ Myths Debunked"

  • Spokane Journal of Business logo

    Noah Schwab is a featured expert in the Spokane Journal of Business

    " Over the past few years, the gig economy has experienced an immense expansion, altering the conventional workforce worldwide. "

  • MarketWatch logo

    Noah Schwab quoted in MarketWatch:

    "Inflation stubbornly ticks higher to 3.2% as recession fears remain. Here are 10 money moves to consider."

  • Spokane Journal of Business logo

    Noah Schwab is a featured expert in the Spokane Journal of Business

    " a massive third response from the Federal Reserve was happening: the Federal Reserve’s bond buyback program, also known as quantitative easing. "

  • GoBankingRates logo

    Noah Schwab quoted in GoBankingRates:

    " These expenses may not be sustainable for someone with an average income. "

  • Spokane Journal of Business logo

    Noah Schwab is a featured expert in the Spokane Journal of Business

    " Determining how to allocate a business’s profits can be a challenging task. Each dollar should be assigned to the right area to ensure financial stability and growth."

  • USA Today logo

    Noah Schwab quoted in USA Today:

    "How to negotiate a debt settlement on your own."

  • U.S. News & World Report logo

    Noah Schwab quoted in U.S. News & World Report:

    "6 Common Retirement Goals"

  • U.S. News & World Report logo

    Noah Schwab quoted in U.S. News & World Report:

    "What the Debt Ceiling Crisis Means for Your Money."

  • Nasdaq logo

    Noah Schwab quoted in Nasdaq:

    "Dave Ramsey Says Getting Rich Quick Can Be More of a Curse Than a Blessing."

  • nextavenue logo

    Noah Schwab quoted in nextavenue:

    "When Investing for Retirement, Beware of Financial Double Talk"

  • Yahoo Finance logo

    Noah Schwab quoted in Yahoo Finance:

    "Should Parents Create a Joint Bank Account With Their Teenage and Young Adult Children?"

  • Fiduciary News logo

    Noah Schwab is quoted in Fiduciary News.

    " Over the past few years, the gig economy has experienced an immense expansion, altering the conventional workforce worldwide. "

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