Michael Kealy

Michael Kealy is a Senior Manager for Schwab Advisor Wealth Strategy Consultants, where he focuses on helping advisors develop potential investment solutions for client portfolios. Through individual consultations and weekly webcasts, he provides advisors insight and confidence needed to incorporate options strategies for their clients. He also creates and delivers content on such topics as portfolio management, technical analysis, options strategies, and fundamental analysis. Michael obtained a bachelor’s degree from Fairfield University. He holds the Accredited Behavioral Finance Professional, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist designations. He additionally holds FINRA Series 7 and 63 licenses.