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Michael A. Schmoldt

  • Wealth Management Advisor

CA Insurance License #4054848

About Michael

Michael is a dedicated financial planner with a passion for assisting individuals in securing their financial future. With a wealth of expertise, he guides his clients in strategic wealth management, aiming to foster growth, protection, and peace of mind while maintaining tax efficiency.

Since beginning his career in 2016, Michael has continuously demonstrated his commitment to delivering exceptional results. He is recognized for his keen attention to detail and ability to devise personalized financial strategies that align with his clients’ unique goals and circumstances.

Michael grew up in New Jersey and resides in New York City. Outside of his professional endeavors, he cherishes quality time with his friends and family. He is an avid golfer and New York Yankees fan.

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 66 Securities Licenses
  • Joined the financial services industry in 2016
  • 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 and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY

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

michael a schmoldt

Michael A. Schmoldt

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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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