Michael Coelho, CFP®
Michael joined AFA in September 2019 after spending four years working with Charles Schwab Advisor Services in Orlando, FL. While with Charles Schwab, Michael specialized in servicing Institutional Clients, Family Offices, and Registered Independent Advisors. Most recently, Michael supervised an Institutional Service Team responsible for providing world-class service and support for over 50,000 Advisor Services accounts and $50 billion in client assets.
A graduate of William Carey University in Hattiesburg, MS, he spent four years on the Crusaders baseball team and graduated with a B.S. in Business Administration. Michael completed the CERTIFIED FINANCIAL PLANNER™ professional program through Boston University, and obtained the CFP® certification in December 2019. He currently holds the Series 7, 66, 9, & 10 securities licenses, and is a member of the Financial Planning Association of Georgia.
Outside of work, Michael is likely found enjoying his favorite outdoor hobbies such as golf and softball, traveling and exploring new locations with his wife Rachael, and cheering for his favorite professional sports teams.