David Schauer Email & Phone Number
Senior Financial Planner
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David Schauer Location
- Sacramento, CA, US
David Schauer Work
- 1998 -now Financial Advisor @
- 2010 -2019 Chief Investment Officer @
- 1998 -now Senior Financial Planner @ Hanson McClain Advisors
David Schauer Education
- CFA
Chartered Financial Analyst (Chartered Financial Analyst)
2004-2006 - University of San Francisco
MS (Financial Analysis)
2003-2005 - CFP
Certified Financial Planner
2000-2002 - University of California, Davis
Bachelor of Science (BS) (Managerial Economics; Financial Analysis)
1992-1997
David Schauer Skills
- Asset Allocation
- Investments
- Financial Analysis
- Finance
- Wealth Management
- Investment Advisory
- Mutual Funds
- Retirement Planning
- Series 63
- Estate Planning
- Management
- Strategic Planning
- Project Planning
- Customer Service
David Schauer Summary
- David Schauer, based in Sacramento, CA, US, is currently a Senior Financial Planner at Hanson McClain Advisors. David Schauer brings experience from previous roles at Allworth Financial. David Schauer holds a 2004 - 2006 Chartered Financial Analyst in Chartered Financial Analyst @ CFA. With a robust skill set that includes Asset Allocation, Investments, Financial Analysis, Finance, Wealth Management and more. David Schauer has 2 emails and 2 mobile phone numbers on RocketReach.
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