Michael B. Schoffman Cfp® Cdfa® Crpc® Email & Phone Number

Birmingham, Michigan, US

Plano, Texas, US

I served those nearing or in retirement with comprehensive retirement planning, investment management, estate planning, tax planning and more. Deeply engaged with my clients so that I could advise them on how to reach their specific retirement goals.

San Antonio, Texas, US

• Led a team of financial professionals to provide turnkey advice and guidance to a group of select HNW USAA members. Focus in the areas of investment management, risk assessment and life insurance, retirement.
• Managed $221M AUM for 125 households

• Leadership experience in Maintenance, Operations, and Training Departments
• Oversaw scheduling, operations, and training of 50 personnel and 4 aircraft.
• Responsible for administration of all safety programs. Orchestrated two safety seminars for over 350 people. Eliminated aviation accidents/incidents over 2-year period.
• Led and managed $100 million in assets during a two aircraft, 25-person international mission in support of the National Space Program.
• Awarded the Navy Achievement Medal twice for superior performance, leadership and vision.Officer in Charge of Pilot Training and Squadron Readiness
• Developed and standardized training for 36 pilots; supervised eight Instructor pilots.

Zurich, CH

• Trusted advisor and personal CFO to a select group of clients offering personalized wealth planning and investment management. Managed clients desire for a more strategic, professional approach to planning and.
• Earned CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from Certified Financial Planner Board of Standards, Inc.

New York, NY, US

• Provided advice and guidance on investment strategies via a "financial roadmap" for individuals and families. Created peace of mind for clients by empowering them with the knowledge and confidence to build, manage, and.
• Series 7, 66 and CA insurance licensed professional

• Led and managed all aspects of multi-family residential, “for sale” projects. Duties include overseeing the entitlement and subdivision process, community public relations, marketing/advertising, unit sales, and.
• Managed the overall operations and sale of a 96-unit Condominium community worth over $50 million. Sales targeted to be complete 3 months ahead of schedule and 10% above projected sales prices.
• Oversaw implementation of developer’s construction warranty program and reduced operational expenses by 15% in less than 2 months.

• Established solid working relationships with our client base (high-level business executives and Hollywood celebrities). Responsible for the operation of a $9 million aircraft. Supervised the purchase of aircraft fuel.
• Designed, developed, and implemented cost saving initiatives, which reduced $50,000 in fuel costs annually.
• Developed exemplary relationships with clients, which resulted in a large number of repeat customers, expansion of aircraft fleet, and revenue growth for the business.

Bachelor Of Science, General Engineering

Certified Divorce Financial Analyst®️

Certified Financial Planner™

Linguistic Certification, Spanish Studies