Mike Dickman, CFP®

VP - Sr. Financial Consultant

+1 415-667-6235

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Director, Corporate & Retirement Services, Charles Schwab, 2000-2008
  • Retirement Consultant, Hartford Life, 1997-2000
  • Group Benefits Consultant, The Principal Financial Group, 1994-1997
  • VP, Financial Consultant, Charles Schwab, 2008-2020

Education

  • Master of Science in Financial Planning, Golden Gate University
  • BS, Accounting, Upper Iowa University

Personal interests and affiliations

  • Western Pension & Benefits Council, San Francisco Chapter
  • Financial Planning Association, San Francisco Chapter

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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