AeroLeads people directory · profile
Michael Schessler, Cpfa Email & Phone Number
Founder and Wealth manager
at
Sustainable Retirement Solutions
3 work emails found
@ohionational.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Wealth manager
Location
New York, United States
Company size
Who is Michael Schessler, Cpfa? Overview
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Quick answer
Michael Schessler, Cpfa is listed as Founder and Wealth manager at Sustainable Retirement Solutions, a with 1 employees, based in New York, United States. AeroLeads shows a work email signal at ohionational.com and a matched LinkedIn profile for Michael Schessler, Cpfa.
Michael Schessler, Cpfa previously worked as Regional Sales Consultant at The Retirement Advantage, Inc. (Tra) and Business Planning Consultant at Lake Michigan Benefit Associates, Inc.. Michael Schessler, Cpfa holds A.A.S., Business Administration from Bergen Community College.
Company email context
Email format at Sustainable Retirement Solutions
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*@ohionational.com
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AeroLeads found 3 current-domain work email signals for Michael Schessler, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Michael Schessler, Cpfa
20+ year veteran in the Financial Services industry. Helping Financial Advisors and 401(k) Plan Wholesalers win business. Specializing in the implementation and design of group retirement plans.
Listed skills include Human Resources, Talent Acquisition, Management, Leadership, and 24 others.
Current workplace
Michael Schessler, Cpfa's current company
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Sustainable Retirement Solutions
11 roles
Michael Schessler, Cpfa work experience
A career timeline built from the work history available for this profile.
Regional Sales Consultant
CurrentThird Party Administrator (TPA) for Retirement Plans
Nov 2022 - Present
Business Planning Consultant
May 2020 - Nov 2022
Retirement Plan Consultant
Jun 2019 - May 2020
Retirement Plan Consultant
Third Party Administrator (TPA) founded in 1992. Farmer & Betts administers Retirement Plans throughout the United States. Nationally recognized and a preferred service provider by an extensive list of broker dealers and investment companies.I help Advisors and Wholesalers secure various types of Retirement Plans including, but not limited to, 401(k)'s, New Comparability Profit Sharing, Cash Balance Plans, DB/DC Combo Plans, Defined Benefit, 403(b)'s..
Oct 2018 - Jun 2019
Regional Vice President - Retirement Plans
• Responsible for business development and increasing sales of Qualified Retirement Plans in Illinois and Iowa for small-midsized businesses.• Accountable for all aspects of Retirement Plan business including vendor relationships, reporting, contracts and education.• Provide advisors with the necessary tools and products to close group retirement plans.• Provide retirement strategies consisting of multiple DC/DB retirement plans for financial advisors, their clients and/or prospects.• Develop strategies to cross-sell Variable Annuities, Disability and Insurance Products with Ohio National partners.
Apr 2014 - Sep 2018
Regional Sales Consultant
Consult and partner with CEOs, CFOs and Venture Capital Firms to serve organizations in need of recruiting and retaining top level talent while mitigating risk.Areas of experience:- 401(K) Recordkeeping- Fortune 500 level Health Insurance and Benefits- Payroll and Tax Remittance- Workers' Compensation- Risk Management- Strategic Growth- Oracle / PeopleSoft based Human Resource Management System
Jun 2012 - Apr 2014
Base District Manager - Retirement Services
The Base Retirement Services District Manager position is new to the Chicago area and one of only 3 Positions nationwide (Chicago, New York, Los Angeles). Responsibility is to increase penetration of existing ADP client base focusing on 401(k) Conversion opportunities.
Sep 2011 - Jun 2012
Internal Wholesaler
Work with Financial Advisors and Plan Sponsors to market and implement Defined Contribution and Defined Benefit Plans to various sized businesses.
Sep 2010 - Sep 2011
District Sales Manager
Wholesaling through Wirehouse and Independent channels. Hired, trained and developed multiple teams of 401(k) Wholesalers and Consultants
Apr 2004 - Sep 2010
Sales Consultant - Retirement Plan Services
Sold, designed and implemented 401(k) Retirement Plans, Flexible Spending Plans and Human Resource Outsourcing Services
Feb 2001 - Apr 2004
1 education record
Michael Schessler, Cpfa education
FAQ
Frequently asked questions about Michael Schessler, Cpfa
Quick answers generated from the profile data available on this page.
What company does Michael Schessler, Cpfa work for?
Michael Schessler, Cpfa works for Sustainable Retirement Solutions.
What is Michael Schessler, Cpfa's role at Sustainable Retirement Solutions?
Michael Schessler, Cpfa is listed as Founder and Wealth manager at Sustainable Retirement Solutions.
What is Michael Schessler, Cpfa's email address?
AeroLeads has found 3 work email signals at @ohionational.com for Michael Schessler, Cpfa at Sustainable Retirement Solutions.
Where is Michael Schessler, Cpfa based?
Michael Schessler, Cpfa is based in New York, United States while working with Sustainable Retirement Solutions.
What companies has Michael Schessler, Cpfa worked for?
Michael Schessler, Cpfa has worked for Sustainable Retirement Solutions, The Retirement Advantage, Inc. (Tra), Lake Michigan Benefit Associates, Inc., The Standard, and Farmer & Betts, Inc..
How can I contact Michael Schessler, Cpfa?
You can use AeroLeads to view verified contact signals for Michael Schessler, Cpfa at Sustainable Retirement Solutions, including work email, phone, and LinkedIn data when available.
What schools did Michael Schessler, Cpfa attend?
Michael Schessler, Cpfa holds A.A.S., Business Administration from Bergen Community College.
What skills is Michael Schessler, Cpfa known for?
Michael Schessler, Cpfa is listed with skills including Human Resources, Talent Acquisition, Management, Leadership, Sales, Training, Management Consulting, and Business Intelligence.
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