Adrian Schau
Principal | Senior Client Advisor at 1919 Investment Counsel, LLC
- Role
- Institutional Investment Consultant - My529 at My529
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Adrian Schau
1919 Investment Counsel was founded on the belief that no two clients are alike. For…
Experience
Institutional Investment Consultant - My529
Nov 2010 — Present · Salt Lake City, UT, US
my529 Plan is a nonprofit 529 college savings plan. my529 offers plans are tax-advantaged savings vehicles designed to encourage individuals to begin saving for the future costs of higher education.my529 has a diversified approach to college savings focusing our four key tenants- Tax advantages: earning grow tax-deferred and Utah taxpayers get a tax benefit, but you don’t have to be a Utah resident to utilize my529- Low fees: my529 is nationally recognized as a low cost fee 529 Savings Plan- Flexibility: Account owners control account funds and have multiple age-based, static, and customized plan options- Simple and Easy: Creating an account takes minutes and can be done online and my529 helps with easy automated options like payroll and regular contributions.
Education
Villanova University
Bachelors, Villanova School of Business - Finance
2000 — 2004
Skills
- Asset Managment
- Financial Analysis
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Estate Planning
- Financial Modeling
- Investments
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- Series 7
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