Michael Oserow, CFP®, CWS®

VP - Sr. Financial Consultant

+1 808-532-9789

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2015-present
  • Financial Planner, Schwab Private Client Investment Advisory, Inc., 2013-2015
  • Wealth Manager, M.J. Smith & Associates, 2012-2013
  • Financial Advisor, First Command Financial Planning, 2009-2012

Education

  • B.S. Finance, Metropolitan State University of Denver

Standard mailing address:

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

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