Michael Dolan, CFP®

Independent Branch Leader and Financial Consultant

+1 415-294-3503

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

32 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present

Education

  • BA, Economics, University of California, Santa Cruz
  • CFP (R), The American College
  • ChFC. The American College

Personal interests and affiliations

  • Novato Chamber of Commerce, Board of Directors
  • Financial Planning Association

Standard mailing address:

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

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