portrait of Mark O Schumacher
FINANCIAL ADVISOR

Mark O Schumacher

CFP®, ChFC®, CPWA®, AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving
  • Portfolio Reviews

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volleyball
  • Traveling
  • Snowboarding
  • Running
  • Personal Fitness

Team Members

  • Jennifer Jessup
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(916) 409-9067

Fax

(877) 335-9519

Office Address

805 Twelve Bridges Dr Suite 20
Lincoln, CA 95648opens in a new window

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