Michael Tejeda, CMFC®, CRPC®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 210-627-3290

Financial credentials

  • Chartered Mutual Fund Counselor℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Financial Consultant, Charles Schwab, 2021-2021
  • Life Insurance Specialist, USAA, 2020-2021
  • Financial Advisor, USAA, 2013-2020
  • Life Insurance Agent, New York Life, 2011-2012
  • Investment Representative, Citicorp Investment Services, 2003-2005

Education

  • Retirement Income Certified Professional (RICP) The American College
  • Chartered Retirement Planning Counselor (CRPC), College for Financial Planning
  • Chartered Mutual Fund Counselor (CMFC) College For Financial Planning

Personal interests and affiliations

  • Kingsborough Ridge Baptist Church- Assistant Treasurer/ Finance Committee member/ Deacon

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