PORTFOLIO STRATEGISTS

Michael Brozzo
Michael Brozzo, CFP®

Michael Brozzo is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. He has over 14 years of experience in the financial services industry. Prior to supporting the ThomasPartners and Windhaven Strategies, Mike came from the Charles Schwab and Co., Inc. While at Charles Schwab, he served as a Private Client Portfolio Consultant managing over $300MM in assets for high net worth clients, and most recently as a V.P., Financial Consultant, where he developed financial plans for high-net-worth clients and provided a full range of financial services to his clients, representing over $300MM in assets.

Mike earned a B.S. in Finance at the University of Central Florida and has received his Certified Financial Planner (CFP®) designation.

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