Michael Souza Email & Phone Number
CEO | Chief Investment Officer | Financial Advisor @ Koa Wealth Management®
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Michael Souza Location
- California, United States
Michael Souza Work
- 2018 -now CEO | Chief Investment Officer | Financial Advisor @
- 2008 -2018 Senior Vice President | Senior Portfolio Management Director | Financial Advisor @
- 2002 -2008 Vice President @
- 2001 -2002 Professional Athlete @
Michael Souza Education
- Northwestern University
B.S. (Political Science, Business)
1997-2001 - Punahou School 1990-1997
Michael Souza Skills
- Portfolio Management
- Strategic Planning
- Financial Advisory
- Retirement Planning
- Business Strategy
- Financial Planning
- College Planning
- Legacy Planning
- SAN
- Bentley
Michael Souza Summary
- Michael Souza, based in California, United States, is currently a CEO | Chief Investment Officer | Financial Advisor at Koa Wealth Management. Michael Souza brings experience from previous roles at Morgan Stanley, UBS and Indianapolis Colts. Michael Souza holds a 1997 - 2001 B.S. in Political Science, Business @ Northwestern University. With a robust skill set that includes Portfolio Management, Strategic Planning, Financial Advisory, Retirement Planning, Business Strategy and more. Michael Souza has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Koa Wealth Management® Employees
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CEO | Chief Investment Officer | Financial Advisor
California, United States
Tonya Heath-Andrioni
Client Services Associate
California, United States
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Jaymye Souza
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