AeroLeads people directory · profile
Todd Schanel, Cfa, Cfp®, Cpa Email & Phone Number
Principal and Director of Investment Management
at
Core Wealth Management (Jupiter, FL)
1 work email found
@core-wm.com
2 phones found area 561
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Director of Investment Management
Location
Jupiter, Florida, United States
Company size
Who is Todd Schanel, Cfa, Cfp®, Cpa? Overview
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Quick answer
Todd Schanel, Cfa, Cfp®, Cpa is listed as Principal and Director of Investment Management at Core Wealth Management (Jupiter, FL), a with 6 employees, based in Jupiter, Florida, United States. AeroLeads shows a work email signal at core-wm.com, phone signal with area code 561, and a matched LinkedIn profile for Todd Schanel, Cfa, Cfp®, Cpa.
Todd Schanel, Cfa, Cfp®, Cpa previously worked as Principal/Director of Investment Management at Core Wealth Management (Jupiter, Fl) and Principal at Schanel & Associates, Cpas. Todd Schanel, Cfa, Cfp®, Cpa holds Mba from University Of Virginia Darden School Of Business.
Company email context
Email format at Core Wealth Management (Jupiter, FL)
This section adds company-level context without repeating Todd Schanel, Cfa, Cfp®, Cpa's masked contact details.
{first}@core-wm.com
89% confidence
AeroLeads found 1 current-domain work email signal for Todd Schanel, Cfa, Cfp®, Cpa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Management, Financial Modeling, Customer Service, and 6 others.
Current workplace
Todd Schanel, Cfa, Cfp®, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Core Wealth Management (Jupiter, Fl)
6 roles · 30 years
Todd Schanel, Cfa, Cfp®, Cpa work experience
A career timeline built from the work history available for this profile.
Principal/Director Of Investment Management
CurrentCore Wealth Management Inc. is the financial planning and investment management arm of Schanel & Associates, PA, CPAs. It is a Registered Investment Advisory firm.
Jul 2012 - Present
Principal
Current
Aug 2003 - Present
Adjunct Faculty Rinker School Of Business
Aug 2018 - Dec 2021
Adjunct Faculty
2010 - 2012
~2 yrs
Sr. Consultant
1997 - 2001
~4 yrs
3 education records
Todd Schanel, Cfa, Cfp®, Cpa education
Bachelors Of Arts, Economics
Education record
Cardinal Newman High School
FAQ
Frequently asked questions about Todd Schanel, Cfa, Cfp®, Cpa
Quick answers generated from the profile data available on this page.
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 Core Wealth Management (Jupiter, FL)?
Todd Schanel, Cfa, Cfp®, Cpa is listed as Principal and Director of Investment Management at Core Wealth Management (Jupiter, FL).
What is Todd Schanel, Cfa, Cfp®, Cpa's email address?
AeroLeads has found 1 work email signal at @core-wm.com for Todd Schanel, Cfa, Cfp®, Cpa at Core Wealth Management (Jupiter, FL).
What is Todd Schanel, Cfa, Cfp®, Cpa's phone number?
AeroLeads has found 2 phone signal(s) with area code 561 for Todd Schanel, Cfa, Cfp®, Cpa at Core Wealth Management (Jupiter, FL).
Where is Todd Schanel, Cfa, Cfp®, Cpa based?
Todd Schanel, Cfa, Cfp®, Cpa is based in Jupiter, Florida, United States while working with Core Wealth Management (Jupiter, FL).
What companies has Todd Schanel, Cfa, Cfp®, Cpa worked for?
Todd Schanel, Cfa, Cfp®, Cpa has worked for Core Wealth Management (Jupiter, Fl), Schanel & Associates, Cpas, Palm Beach Atlantic University, and Kpmg.
Who are Todd Schanel, Cfa, Cfp®, Cpa's colleagues at Core Wealth Management (Jupiter, FL)?
Todd Schanel, Cfa, Cfp®, Cpa's colleagues at Core Wealth Management (Jupiter, FL) include Douglas Marcello, Cfp®, Chfc® and Jackie Goldstick, Cfp®.
How can I contact Todd Schanel, Cfa, Cfp®, Cpa?
You can use AeroLeads to view verified contact signals for Todd Schanel, Cfa, Cfp®, Cpa at Core Wealth Management (Jupiter, FL), including work email, phone, and LinkedIn data when available.
What schools did Todd Schanel, Cfa, Cfp®, Cpa attend?
Todd Schanel, Cfa, Cfp®, Cpa holds Mba from University Of Virginia Darden School Of Business.
What skills is Todd Schanel, Cfa, Cfp®, Cpa known for?
Todd Schanel, Cfa, Cfp®, Cpa is listed with skills including Leadership, Management, Financial Modeling, Customer Service, Strategic Planning, Investment Advisory, Financial Analysis, and Wealth Management.
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