Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- CLU® Chartered Life Underwriter®
- ChFC® Chartered Financial Consultant®
- APMA® Accredited Portfolio Management Advisor℠
- BFA™ Behavioral Financial Advisor™
Ralph Schroeder, CFP®, CLU®, ChFC®, MS, APMA®, BFA™
Financial Advisor
What you can expect when you work with me At Schroeder Wealth Advisors, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. · 1:1 financial advice based on your goals and needs. · Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. · Regular meetings to review your goals, progress and investments. · Anytime access to your investments and digital tools to help you stay on track. Feel confident about your financial future.My approach Request a Consultation
When you work with me, you receive:Areas of focus
40
YEARS OF EXPERIENCE
This number may include years as a financial advisor, and/or experience as a registered representative.
Education
- B.S. 1982 Northern Arizona University. Flagstaff, AZ
- M.S. 1999, Estate Planning. College for Financial Planning. Denver, CO
Meet Ralph
As a seasoned financial advisor with over four decades of experience, Ralph has dedicated his career to helping clients create generational wealth. His expertise lies in blending financial planning, investment management, and estate planning to ensure your financial legacy endures.
Ralph maintains his CFP®, CLU®, ChFC®, MS, APMA®, BFA™ certifications and has achieved numerous accolades throughout his career, including being one of the:
- Top Youngest financial planners in the country in 1984
- First advisors to hold multiple designations
- Top 1% of financial advisors for over three decades *see award disclosures
With his deep knowledge and experience, Ralph provides holistic financial planning. His approach combines investment management, tax planning, and estate planning to create a comprehensive strategy. Ralph's mission is to empower clients to achieve and maintain financial independence, ensuring that their wealth can be passed down to future generations.
Ralph excels at helping families build and successfully transfer generational wealth. If you are seeking to build a lasting financial legacy, please contact us to set a time to meet. These funds took a lifetime to build, let’s work together to progress your legacy.
Request a Consultation