Mike Schafer Email & Phone Number
President - Creative Wealth Associates, Inc.
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Mike Schafer Location
- Westlake, OH, US
Mike Schafer Work
- President - Creative Wealth Associates, Inc. @ Financial Advisor, Raymond James (January 2000 - Present)
- Co-Founder @ Independent Advisors (March 2000 - June 2006)
- Director - Mutual Fund Research and Portfolio Design Group @ McDonald & Co. (June 1998 - March 2000)
- Investor Center Financial Rep @ Fidelity Investments (March 1996 - June 1998)
- Brokerage Trader @ Fidelity Investments (September 1993 - March 1996)
Mike Schafer Education
- Xavier University
Master of Business Administration (M.B.A.)
1995-1997 - Clyde High School 1983-1987
Mike Schafer Skills
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Management
- Retirement Income Planning
- Wealth Management
- Long-term Care
- Disability Insurance
- Small Business
- Mutual Funds
- Financial Advisory
- Investment Strategies
- 401k Rollovers
- Long Term Care
- 401k Advice
Mike Schafer Summary
- Mike Schafer, based in Westlake, OH, US, is currently a President - Creative Wealth Associates, Inc. at Financial Advisor, Raymond James. Mike Schafer brings experience from previous roles at Independent Advisors, McDonald & Co. and Fidelity Investments. Mike Schafer holds a 1995 - 1997 Master of Business Administration (M.B.A.) @ Xavier University. With a robust skill set that includes Tax Planning, Financial Planning, Portfolio Management, Risk Management, Retirement Income Planning and more. Mike Schafer has 1 emails and 1 mobile phone numbers on RocketReach.
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