Mike Schafer

Mike Schafer Email and Phone Number

Financial Advisor 20+ years working with professionals and business owners to bring confidence to their financial lives. @
Mike Schafer's Location
Westlake, Ohio, United States, United States
Mike Schafer's Contact Details

Mike Schafer work email

Mike Schafer personal email

n/a

Mike Schafer phone numbers

About Mike Schafer

At Creative Wealth Associates, we’re committed to being a different kind of financial practice. We believe that planning is critical. Without it, even effective investment strategies may leave you falling short of your goals. Too much risk? Too little risk? Not saving enough? Paying too much in taxes? Our goal is to understand YOU, and then make the most appropriate recommendations designed to meet your objectives. Our advisors start with a comprehensive planning process that provides us with a thorough understanding of your financial needs. Only then can our multi-step investment strategy help you reach those goals. And, our innovative CWA Wealth Manager will enable you to see, day-to-day, how your plan is falling into place. Contact us or visit our website at www.creativewealthassociates.com to discover more about our planning process, learn the driving force behind our multi-step investment strategy and find out how you’ll benefit from the CWA Wealth Manager.

Mike Schafer's Current Company Details
Financial Advisor, Raymond James

Financial Advisor, Raymond James

Financial Advisor 20+ years working with professionals and business owners to bring confidence to their financial lives.
Mike Schafer Work Experience Details
  • Financial Advisor, Raymond James
    President - Creative Wealth Associates, Inc.
    Financial Advisor, Raymond James Jan 2000 - Present
    27865 Clemens Rd., Westlake, Oh 44145
    CWA is an Ohio-based practice whose advisors serve a select number of busy professionals, business owners and individuals. Our mission is to be an essential partner to our clients by providing the advice and guidance that helps them build and manage their wealth. Creative Wealth Associates, Inc. (CWA) is not a registered broker-dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.… Show more CWA is an Ohio-based practice whose advisors serve a select number of busy professionals, business owners and individuals. Our mission is to be an essential partner to our clients by providing the advice and guidance that helps them build and manage their wealth. Creative Wealth Associates, Inc. (CWA) is not a registered broker-dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Show less
  • Independent Advisors
    Co-Founder
    Independent Advisors Mar 2000 - Jun 2006
    Independence, Oh
    Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
  • Mcdonald & Co.
    Director - Mutual Fund Research And Portfolio Design Group
    Mcdonald & Co. Jun 1998 - Mar 2000
    Cleveland, Oh
  • Fidelity Investments
    Investor Center Financial Rep
    Fidelity Investments Mar 1996 - Jun 1998
    Cleveland, Oh
  • Fidelity Investments
    Brokerage Trader
    Fidelity Investments Sep 1993 - Mar 1996
    Cincinnati, Oh

Mike Schafer Skills

Tax Planning Financial Planning Portfolio Management Risk Management Retirement Income Planning Wealth Management Long Term Care Disability Insurance Small Business Mutual Funds Financial Advisory Investment Strategies

Mike Schafer Education Details

Frequently Asked Questions about Mike Schafer

What company does Mike Schafer work for?

Mike Schafer works for Financial Advisor, Raymond James

What is Mike Schafer's role at the current company?

Mike Schafer's current role is Financial Advisor 20+ years working with professionals and business owners to bring confidence to their financial lives..

What is Mike Schafer's email address?

Mike Schafer's email address is mi****@****mes.com

What is Mike Schafer's direct phone number?

Mike Schafer's direct phone number is +133083*****

What schools did Mike Schafer attend?

Mike Schafer attended Xavier University, Clyde High School.

What are some of Mike Schafer's interests?

Mike Schafer has interest in Coaching And Family Events, Boating, Classic Cars, Fishing.

What skills is Mike Schafer known for?

Mike Schafer has skills like Tax Planning, Financial Planning, Portfolio Management, Risk Management, Retirement Income Planning, Wealth Management, Long Term Care, Disability Insurance, Small Business, Mutual Funds, Financial Advisory, Investment Strategies.

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