Michael A. Schmoldt

About Michael

As a Financial Planner, Michael services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Michael can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“When it comes to preparing for the future, it’s important to work with someone who has the
foresight and resources to help you navigate life’s changes successfully.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses
• Joined the financial services industry in 2015
• Prior to joining Barnum Financial Group in 2018, Michael spent 2 years with New York Life

Personal

• Currently resides in New York, NY
• In his free time, he enjoys golf, baseball, dining out, and spending time with his friends and family

I am licensed to sell insurance and securities in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.

CA Insurance License #4054848

Check the background of this investment professional on FINRA’s BrokerCheck