retired - need new tie-less photo!@ Cyber Security UK
San Jose, California, United States
Michael Schmitz
GET FULL PROFILE 
Saint Mary's College of California
Real-Time AI Research
FlashIntel GPT
Tell me more about Michael Schmitz?
FlashIntel GPTMichael Schmitz is a retired professional with over 41 years of experience in retirement planning, disability insurance, and estate planning. He has worked in various roles, including board member at Peninsula Estate Planning Council and CEO at SGC Financial & Insurance Services. With a strong background in wealth management and investment advisory, Michael has a proven track record of success in the industry. He is based in San Francisco, California and is known for his expertise in asset management and retirement planning.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Had a fantastic 30+ yr run with the best of the best in Financial Planning! Blessed!
Work Experience
retired - need new tie-less photo!
Michael Schmitz's Professional Milestones
- Dean Of Students (1981-09-01~1990-06-01): Contributing to the success of academic programs and projects, fostering a positive campus community.
- Board Member (2010-01-01~2015-01-01): Efficiently managed board processes, ensuring efficient business operations and achieving record-breaking profitability.
Education
Theology
1976-1980Skill
Retirement Planning
Retirement
Disability Insurance
Series 7
Estate Planning
Long Term Care
Strategic Financial Planning
Wealth Management
Life Insurance
Investment Advisory
Wealth Accumulation
Insurance
Mutual Funds
Financial Planners
Investment Strategies
Investment Management
Fixed Annuities
Asset Managment
Iras
401k
Long-term Care
Certification
Colleagues
Milton Torres
Entrepeneur - Owner - Agape Music
Other Named Michael Schmitz
Frequently asked questions
We found 2 Michael Schmitz's email addresses
We found 3 Michael Schmitz's phone numbers
Michael Schmitz works for Cyber Security UK
Michael Schmitz's role in Cyber Security UK is retired - need new tie-less photo!
Michael Schmitz's colleagues are Milton Torres
Michael Schmitz's latest job experience is retired - need new tie-less photo! at Cyber Security UK
Michael Schmitz's latest education in Saint Mary's College of California
