Michael Gheen, Cpa/Pfs, Crps
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Michael Gheen, Cpa/Pfs, Crps Email & Phone Number

Vice President/Director at Oswald Financial, Inc. at Oswald Financial, Inc.
Location: Chagrin Falls, Ohio, United States 10 work roles 2 schools
1 work email found @oswaldfinancial.com 7 phones found area 330, 239, 216, and 973 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email m****@oswaldfinancial.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Oswald Financial, Inc.
Role
Vice President/Director at Oswald Financial, Inc.
Location
Chagrin Falls, Ohio, United States
Company size
17 employees

Who is Michael Gheen, Cpa/Pfs, Crps? Overview

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Quick answer

Michael Gheen, Cpa/Pfs, Crps is listed as Vice President/Director at Oswald Financial, Inc. at Oswald Financial, Inc., a with 17 employees, based in Chagrin Falls, Ohio, United States. AeroLeads shows a work email signal at oswaldfinancial.com, phone signal with area code 330, 239, 216, 973, and a matched LinkedIn profile for Michael Gheen, Cpa/Pfs, Crps.

Michael Gheen, Cpa/Pfs, Crps previously worked as Director at Oswald Financial, Inc. and Vice President at Oswald Financial, Inc.. Michael Gheen, Cpa/Pfs, Crps holds Bachelor Of Business Administration (B.B.A.), Accounting from Ohio University.

Company email context

Email format at Oswald Financial, Inc.

This section adds company-level context without repeating Michael Gheen, Cpa/Pfs, Crps's masked contact details.

*@oswaldfinancial.com
71% confidence

AeroLeads found 1 current-domain work email signal for Michael Gheen, Cpa/Pfs, Crps. Compare company email patterns before reaching out.

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Profile bio

About Michael Gheen, Cpa/Pfs, Crps

I have used my experience and education as a CPA/PFS (Certified Public Accountant/Personal Financial Specialist) to help individuals and families with the development of customized financial plans, education planning, retirement planning, asset management, risk management and portfolio development and monitoring to pursue goal centered outcomes. I enjoy playing the role of financial coach in helping individuals and families pursue their goals.

Listed skills include Fiduciary, Consulting, Deliver Results, Medina, and 150 others.

Current workplace

Michael Gheen, Cpa/Pfs, Crps's current company

Company context helps verify the profile and gives searchers a useful next step.

Oswald Financial, Inc.
Oswald Financial, Inc.
Vice President/Director at Oswald Financial, Inc.
cleveland, ohio, united states
Website
oswaldfinancial.com
Employees
17
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Company profile
View company profile Email format
10 roles

Michael Gheen, Cpa/Pfs, Crps work experience

A career timeline built from the work history available for this profile.

Senior Client Executive - Retirement Plan Services

Current
Oswald Financial, Inc.

Cleveland/Akron, Ohio Area

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Global Retirement Partners (GRP), a Registered Investment Advisor. GRP and Oswald Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: OH, NJ, FL, CT, IL, NE, CO, WA, AZ

Aug 2015 - Present

Practice Leader - Wealth Management

Oswald Financial, Inc.

Cleveland/Akron, Ohio Area

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Global Retirement Partners (GRP), a Registered Investment Advisor. GRP and Oswald Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.CRPS conferred by The College for Financial Planning.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: OH, NJ, FL, CT, IL, NE, CO, WA, AZ

Jul 2015 - Dec 2019

Vice President - Retirement Plan Sales Consultant

Huntington National Bank

Cleveland/Akron, Ohio Area

Oct 2013 - Jul 2015

Financial Advisor

Freeman Heyne

Medina, Ohio

May 2012 - Sep 2013

Vice President, Retirement Plan Manager

Peoples Bank

Marietta, Ohio

Aug 2011 - May 2012

Director, Associate Director, Manager

Ss&G

Akron, Ohio

Aug 1999 - Feb 2011

Senior Associate

Ciuni & Panichi, Inc. / National Pension Services
Jun 1994 - Aug 1999
Team & coworkers

Colleagues at Oswald Financial, Inc.

Other employees you can reach at oswaldfinancial.com. View company contacts for 17 employees →

PB Pam Brooks, Aif®, Cpfa Pam Brooks, Aif®, Cpfa Colleague at Oswald Financial, Inc.Strongsville, Ohio, United States View → RS R. Scott Nicholls R. Scott Nicholls Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → JD Jason Day, Aif® Jason Day, Aif® Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → LO Larry Oswald Larry Oswald Colleague at Oswald Financial, Inc.Sioux City Region, United States View → SC Sarah Colotto, Aif®, Cpfa Sarah Colotto, Aif®, Cpfa Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → SK Scott Kimble Scott Kimble Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → DK David Kulchar David Kulchar Colleague at Oswald Financial, Inc.Sunbury, Ohio, United States View → CC Cliff Cowles Cliff Cowles Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → JH Jess Hurley, Cpfa Jess Hurley, Cpfa Colleague at Oswald Financial, Inc.Cleveland, Ohio, United States View → RM Russell Mcalonie, Chfc® Russell Mcalonie, Chfc® Colleague at Oswald Financial, Inc.Akron, Ohio, United States View →
2 education records

Michael Gheen, Cpa/Pfs, Crps education

FAQ

Frequently asked questions about Michael Gheen, Cpa/Pfs, Crps

Quick answers generated from the profile data available on this page.

What company does Michael Gheen, Cpa/Pfs, Crps work for?

Michael Gheen, Cpa/Pfs, Crps works for Oswald Financial, Inc..

What is Michael Gheen, Cpa/Pfs, Crps's role at Oswald Financial, Inc.?

Michael Gheen, Cpa/Pfs, Crps is listed as Vice President/Director at Oswald Financial, Inc. at Oswald Financial, Inc..

What is Michael Gheen, Cpa/Pfs, Crps's email address?

AeroLeads has found 1 work email signal at @oswaldfinancial.com for Michael Gheen, Cpa/Pfs, Crps at Oswald Financial, Inc..

What is Michael Gheen, Cpa/Pfs, Crps's phone number?

AeroLeads has found 7 phone signal(s) with area code 330, 239, 216, 973 for Michael Gheen, Cpa/Pfs, Crps at Oswald Financial, Inc..

Where is Michael Gheen, Cpa/Pfs, Crps based?

Michael Gheen, Cpa/Pfs, Crps is based in Chagrin Falls, Ohio, United States while working with Oswald Financial, Inc..

What companies has Michael Gheen, Cpa/Pfs, Crps worked for?

Michael Gheen, Cpa/Pfs, Crps has worked for Oswald Financial, Inc., Huntington National Bank, Freeman Heyne, Peoples Bank, and Heartland Financial Usa, Inc..

Who are Michael Gheen, Cpa/Pfs, Crps's colleagues at Oswald Financial, Inc.?

Michael Gheen, Cpa/Pfs, Crps's colleagues at Oswald Financial, Inc. include Pam Brooks, Aif®, Cpfa, R. Scott Nicholls, Jason Day, Aif®, Larry Oswald, and Sarah Colotto, Aif®, Cpfa.

How can I contact Michael Gheen, Cpa/Pfs, Crps?

You can use AeroLeads to view verified contact signals for Michael Gheen, Cpa/Pfs, Crps at Oswald Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Michael Gheen, Cpa/Pfs, Crps attend?

Michael Gheen, Cpa/Pfs, Crps holds Bachelor Of Business Administration (B.B.A.), Accounting from Ohio University.

What skills is Michael Gheen, Cpa/Pfs, Crps known for?

Michael Gheen, Cpa/Pfs, Crps is listed with skills including Fiduciary, Consulting, Deliver Results, Medina, Channel, Fixed Annuities, Psi, and Insurance.

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