Michael Schoffman Financial Advisor, CFP® - UBS Financial Services Inc.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a partner on a team that provides successful individuals and families with wealth planning and investment management services. Our team also works with plan sponsors to develop and implement cost effective 401(k) retirement plans.
"Our goal is to help each client understand their financial needs, build a clear and comprehensive strategy, and keep them on course as they navigate towards their financial goals."
I offer the highest level of advice and service. Our team is completely focused on our clients' best interests.
Primary focus for our individual/family clients is on growing and preserving their net worth to meet their retirement, education, and estate planning goals.
Primary focus for corporate clients is on corporate retirement plans. We offer complete investment advisory service, fiduciary cover, and employee education for these plans.
Typical individual/family clients have investable assets between $500k-$3M and/or annual family income of $250k or more.
Corporate clients with defined benefit/contribution plans. Typical plans have between $2-$25 million, 50-500 employees.
Entertainment, Military, Medical
UBS has offices worldwide and we have clients located throughout the U.S.
Social Clubs
Naval Academy Alumni Association
Charities
Mazon, a Jewish response to hunger
Graduate Degrees
Spanish Linguistic Certification, Defense Language Institute
College Degrees
B.S. Engineering, United States Naval Academy
Speaking/Teaching
Experience
Making Marriage Work, Finance class, American Jewish University
Organizations
Disabled American Vets,Jewish War Vets,Assn of Naval Aviation
