Charles Schwab

Charles Schwab

Michael Staman at Charles Schwab

Michael Staman, AWMA®, CFP®

VP - Sr. Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you'll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

 

Financial Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2003-present
  • Registered Representative, Charles Schwab, 1997-2002
  • Charles Schwab

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