Michael Dickman

Vice President, Senior Financial Consultant, Charles Schwab

Professional Profile

I can partner with you to understand your goals, create a personalized plan, and

provide investing guidance. You’ll understand where your money is invested and why,

how your investments are performing, and how much it’s costing you. Plus you’ll have

access to Schwab’s portfolio management expertise, insights, and specialists. It’s a

modern approach to wealth management—so you can take ownership of your financial

life.

 

Financial Credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845
  • NMLS #731711

 

Experience

  • 27 years of professional experience
  • VP – Sr. Financial Consultant, Charles Schwab, 2020-present
  • Director, Corporate & Retirement Services, Charles Schwab, 2000-2008
  • Retirement Consultant, Hartford Life, 1997-2000
  • Group Benefits Consultant, The Principal Financial Group, 1994-1997
  • VP, Financial Consultant, Charles Schwab, 2008-2020

Education

  • Master of Science in Financial Planning, Golden Gate University
  • BS, Accounting, Upper Iowa University