Thanks for stopping by.
I’m Micheal Thomas Schwartz
I’ve been helping people like you make smart and fulfilling money decisions for almost fifteen years.
My goal is to help you be organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you.
I am proud to be a an advisor whose values and advice are aligned with doing what is in your best interest under the fiduciary standard.
Professional Certifications:
Education:
Master of Science in Financial Economics, Columbia University, New York
Bachelor of science in Finance, Louisiana State University
Experience:
VP-Supervisory Manager, J.P. MORGAN SECURITIES LLC 2017 - 2021
Financial Analyst, CITI GLOBAL ADVISORY, LLC 2022 - 2010
Complex Risk Officer, MORGAN STANLEY 2010 - 2017
Business Risk Officer/VP, CITIGROUP GLOBAL MARKETS INC. 2007 - 2010
Business Analyst, CITICORP INVESTMENT SERVICES 2000 - 2007
Business Analyst, TD WATERHOUSE INVESTOR SERVICE, INC 1996-2000
CFP® professionals have completed education requirements covering all aspects of financial planning, passed an extensive two-day exam, have at least three years of experience, and must adhere to the CFP® Board's strict code of ethics. Furthermore, CFP® professionals are required to meet continuing education requirements of no less than 30 hours every two years to maintain their certification.
“Be curious, not judgmental.”
— Walt Whitman
(and Ted Lasso)
