Misha Schryer, Abfp®

Misha Schryer, Abfp® Email and Phone Number

I help people transform their relationship with money and investing. I educate, communicate effectively, and guide clients to optimize cash flow, protect assets, and build wealth. Financial transformation made possible. @ Valent Wealth
Misha Schryer, Abfp®'s Location
Denver, Colorado, United States, United States
About Misha Schryer, Abfp®

🔹 Investor Coaching / Fiduciary Advisor | Empowering investors with academic principles for long-term financial confidence and peace of mind.🔹 Full-Service Financial Advisory | Specializing in financial planning, cash-flow optimization, estate planning, tax planning, and business exit planning.🔹 Prior to joining Valent Wealth, I founded Headway Financial Solutions, an RIA established in 2018. Previously owned Baron Worldwide, a forwarding agency in Denver, CO.🔹 Wrestling Mom | Proudly supporting my 14-year-old daughter as she wrestles on the Varsity team. Also, passionate about animals, scuba diving, shadow-boxing, park skating, meditation, and lifelong learning.🌟 For fun, we embrace the Colorado outdoors. We roller skate at skate parks, mountain bike, ski, hike, camp, and explore the wilderness. Our backyard is an oasis for gatherings, meditation, reading, and napping! I love to travel (especially to Scuba destinations). Give me a beach and I am a happy girl! We have a variety of animals - two hairless cats, two dogs, two turtles, two rats, an albino ball python named Spike, many fish, frogs, and two beehives with around 100k bees!🍣 I enjoy sushi, steak, hearty salads, and pickled veggies. On quiet evenings, you’ll find me relaxing with Jeffrey by the fire-pit, either enjoying a glass of Irish Whisky on the rocks or a crisp glass of Sauvignon Blanc.✉️ Phone: 720-954-1299📧 Email: Misha.Schryer@ValentWealth.com

Misha Schryer, Abfp®'s Current Company Details
Valent Wealth

Valent Wealth

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I help people transform their relationship with money and investing. I educate, communicate effectively, and guide clients to optimize cash flow, protect assets, and build wealth. Financial transformation made possible.
Misha Schryer, Abfp® Work Experience Details
  • Valent Wealth
    Connector | Investor Coach | Wealth Strategist
    Valent Wealth Sep 2023 - Present
    United States
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  • Headway Financial Solutions, Llc
    President / Chief Compliance Officer
    Headway Financial Solutions, Llc Aug 2018 - Nov 2023
    Denver, Co
    Specializing in Investor Education Seminars. Please check out the Events section of my website at www.HeadwayFinancialSolutions.com
  • Headway Financial Solutions, Llc
    President / Ceo
    Headway Financial Solutions, Llc Aug 2018 - Nov 2023
    Denver, Co
  • Headway Financial Solutions
    President And Founder
    Headway Financial Solutions Aug 2018 - Nov 2023
  • Wealth Strategies Group
    Financial Advisor
    Wealth Strategies Group May 2013 - Jul 2018
    Greenwood Village, Co
    My practice is focused on investor coaching seminars and helping families and entrepreneurs; specifically Veterinarians, MDs and female business owners.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian… Show more My practice is focused on investor coaching seminars and helping families and entrepreneurs; specifically Veterinarians, MDs and female business owners.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Lucet Advisors , Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. SCL_2017-09-14T14:21:52.343 Exp 4/18 Show less
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  • Baron Worldwide
    President
    Baron Worldwide Jan 2010 - Apr 2013
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  • Baron Worldwide
    Manager
    Baron Worldwide Jan 2001 - Jan 2010
    Denver, Co
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Misha Schryer, Abfp® Education Details

  • University Of Colorado - Boulder
    University Of Colorado - Boulder
    Environmental Design / Architecture
  • Metropolitan State University Of Denver
    Metropolitan State University Of Denver
    Undergrad Basic Studies
  • Green Mountain High School
    Green Mountain High School
    College Prep

Frequently Asked Questions about Misha Schryer, Abfp®

What company does Misha Schryer, Abfp® work for?

Misha Schryer, Abfp® works for Valent Wealth

What is Misha Schryer, Abfp®'s role at the current company?

Misha Schryer, Abfp®'s current role is I help people transform their relationship with money and investing. I educate, communicate effectively, and guide clients to optimize cash flow, protect assets, and build wealth. Financial transformation made possible..

What schools did Misha Schryer, Abfp® attend?

Misha Schryer, Abfp® attended University Of Colorado - Boulder, Metropolitan State University Of Denver, Green Mountain High School.

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