C. Angus Schaal, CFP®
Senior Managing Director
C. Angus Schaal, Founder and Senior Managing Director, has over 20 years of investment management experience. A CERTIFIED FINANCIAL PLANNER™ professional, he is an honors graduate of Marlboro College, with additional studies at Cleveland State University and Arizona State University. Schaal worked with Victory Capital Management, a former investment subsidiary of Key Bank, where he administered portfolios for individuals, businesses and non-profits. Schaal specializes in streamlining complex investment situations and integrating client values and goals with the most appropriate investment strategies to create low-cost, efficient portfolios. His objective is to preserve, protect and grow the capital of clients so they have the ability to sustain their standard of living during retirement. Schaal has been published in the Journal of Financial Planning and quoted on Forbes.com, InvestmentNews.com, and USAToday.com.
The Certified Financial Planner™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree, or license. Every two years, CFP® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net.