Michael Fordham, AAMS®, CFP®, CWS®

VP - Financial Consultant

+1 949-955-5865

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Regional Sales Consultant, Crossroads Capital Distributors, 2016-2017
  • Director of Regional Sales, Highland Capital Management, 2016-2016
  • Regional Sales Consultant, NorthStar Securities, 2013-2016
  • Senior High Net Worth Client Consultant, Charles Schwab and Co. Inc., 2008-2013

Education

  • Bachelors of Science in Business, Accounting, University of Phoenix
  • Accounting and Business Management, Hastings College

Personal interests and affiliations

  • Laguna Hills Little League Board of Directors and Coach 2017 - 2020
  • American Youth Soccer Organization Coach - 2019
  • Mission Viejo Girls Softball 2020 - Present

Standard mailing address:

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

Modal can be closed by pressing Escape key.