Michael Rangel, CFP®, CTFA, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-232-9889

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Trust and Financial Advisor
  • Master in Business Administration
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA Financial Planning, 2007-2020
  • Financial Professional, New York Life, 2006-2007

Education

  • MBA, University of the Incarnate Word San Antonio
  • BBA, University of Texas at San Antonio

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