Todd Schanel, Cfa, Cfp®, Cpa

Todd Schanel, Cfa, Cfp®, Cpa Email and Phone Number

Principal and Director of Investment Management @ Core Wealth Management (Jupiter, FL)
Jupiter, FL, US
Todd Schanel, Cfa, Cfp®, Cpa's Location
Jupiter, Florida, United States, United States
Todd Schanel, Cfa, Cfp®, Cpa's Contact Details

Todd Schanel, Cfa, Cfp®, Cpa work email

Todd Schanel, Cfa, Cfp®, Cpa personal email

n/a

Todd Schanel, Cfa, Cfp®, Cpa phone numbers

About Todd Schanel, Cfa, Cfp®, Cpa

Todd Schanel, Cfa, Cfp®, Cpa is a Principal and Director of Investment Management at Core Wealth Management (Jupiter, FL). He possess expertise in leadership, management, financial modeling, customer service, strategic planning and 5 more skills.

Todd Schanel, Cfa, Cfp®, Cpa's Current Company Details
Core Wealth Management (Jupiter, FL)

Core Wealth Management (Jupiter, Fl)

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Principal and Director of Investment Management
Jupiter, FL, US
Website:
core-wm.com
Employees:
6
Todd Schanel, Cfa, Cfp®, Cpa Work Experience Details
  • Core Wealth Management (Jupiter, Fl)
    Principal And Director Of Investment Management
    Core Wealth Management (Jupiter, Fl)
    Jupiter, Fl, Us
    View
  • Core Wealth Management (Jupiter, Fl)
    Principal/Director Of Investment Management
    Core Wealth Management (Jupiter, Fl) Jul 2012 - Present
    Jupiter, Fl
    Core Wealth Management Inc. is the financial planning and investment management arm of Schanel & Associates, PA, CPAs. It is a Registered Investment Advisory firm.
    View
  • Schanel & Associates, Cpas
    Principal
    Schanel & Associates, Cpas Aug 2003 - Present
    View
  • Palm Beach Atlantic University
    Adjunct Faculty Rinker School Of Business
    Palm Beach Atlantic University Aug 2018 - Dec 2021
    West Palm Beach, Florida Area
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  • Palm Beach Atlantic University
    Adjunct Faculty
    Palm Beach Atlantic University 2010 - 2012
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  • Kpmg
    Sr. Consultant
    Kpmg 1997 - 2001
    View

Todd Schanel, Cfa, Cfp®, Cpa Skills

Leadership Management Financial Modeling Customer Service Strategic Planning Investment Advisory Financial Analysis Wealth Management Financial Planning Investment Management

Todd Schanel, Cfa, Cfp®, Cpa Education Details

Frequently Asked Questions about Todd Schanel, Cfa, Cfp®, Cpa

What company does Todd Schanel, Cfa, Cfp®, Cpa work for?

Todd Schanel, Cfa, Cfp®, Cpa works for Core Wealth Management (Jupiter, Fl)

What is Todd Schanel, Cfa, Cfp®, Cpa's role at the current company?

Todd Schanel, Cfa, Cfp®, Cpa's current role is Principal and Director of Investment Management.

What is Todd Schanel, Cfa, Cfp®, Cpa's email address?

Todd Schanel, Cfa, Cfp®, Cpa's email address is to****@****cpa.com

What is Todd Schanel, Cfa, Cfp®, Cpa's direct phone number?

Todd Schanel, Cfa, Cfp®, Cpa's direct phone number is +156162*****

What schools did Todd Schanel, Cfa, Cfp®, Cpa attend?

Todd Schanel, Cfa, Cfp®, Cpa attended University Of Virginia Darden School Of Business, University Of North Carolina At Chapel Hill, Cardinal Newman High School.

What skills is Todd Schanel, Cfa, Cfp®, Cpa known for?

Todd Schanel, Cfa, Cfp®, Cpa has skills like Leadership, Management, Financial Modeling, Customer Service, Strategic Planning, Investment Advisory, Financial Analysis, Wealth Management, Financial Planning, Investment Management.

Who are Todd Schanel, Cfa, Cfp®, Cpa's colleagues?

Todd Schanel, Cfa, Cfp®, Cpa's colleagues are Jackie Goldstick, Cfp®, Douglas Marcello, Cfp®, Chfc®.

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