Michael Schomaker
Financial Advisor at Summit Financial Group, LLC | San Francisco Bay Area
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Michael Schomaker is a dedicated Financial Advisor at Summit Financial Group, LLC, where he leverages his extensive background in finance to provide personalized investment strategies and financial planning services. With over 17 years of experience in investment modeling and cash flow management, Michael has honed his skills in creating tailored financial solutions that meet the unique needs of his clients. His journey into the advisory business began informally, assisting friends and family with their financial questions, which ignited his passion for helping others achieve their financial goals.
At Summit Financial Group, Michael focuses on strategic planning and competitive analysis, utilizing his expertise in financial modeling and variance analysis to guide clients through complex financial landscapes. His proficiency with tools like Hyperion and Essbase enhances his ability to analyze income statements and develop comprehensive financial strategies. Michael understands that successful financial planning is not just about numbers; it’s about building lasting relationships with clients and understanding their individual aspirations.
Key projects that Michael has undertaken include developing customized investment portfolios that align with clients' risk tolerance and long-term objectives, as well as implementing cash flow management strategies that optimize their financial health. His commitment to ongoing education and staying abreast of industry trends ensures that he provides the most relevant and effective advice. As a member of Raymond James Financial Services, Michael adheres to the highest standards of integrity and professionalism, making him a trusted partner for clients navigating their financial journeys.
Financial Advisor at Summit Financial Group, LLC in January 2015 to Present
Director Financial Planning and Analysis at Safeway in January 2005 to January 2015
Finance and Accounting at The Clorox Company in January 1998 to January 2005
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Financial Modeling
Consumer Products
Finance
Leadership
Financial Planning
Management
Competitive Analysis
Retail
P&L
P&L Management
Variance Analysis
Strategic Financial Planning
Budgets
Income Statement
Cost Accounting
Hyperion Enterprise
Hyperion
Essbase
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Discover more about Summit Financial Group, LLCWhat is Michael Schomaker email address?
Email Michael Schomaker at [email protected] and [email protected]. This email is the most updated Michael Schomaker email found in 2026.
What is Michael Schomaker phone number?
Michael Schomaker phone number is +17062550554 and +13147825439.
How to contact Michael Schomaker?
To contact Michael Schomaker send an email to [email protected] or [email protected]. If you want to call Michael Schomaker try calling on +17062550554 and +13147825439. (updated on October 29, 2024)
What company does Michael Schomaker work for?
Michael Schomaker works for Summit Financial Group, LLC
What is Michael Schomaker's role at Summit Financial Group, LLC?
Michael Schomaker is Financial Advisor
What industry does Michael Schomaker work in?
Michael Schomaker works in the Accounting industry.
Michael Schomaker Email Addresses
Michael Schomaker Phone Numbers
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