Nikki Michelini

Family Wealth Strategist, Schwab Advisor Family Office @Schwab Advisor Services

St. Petersburg, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2023 — Present

Family Wealth Strategist, Schwab Advisor Family Office @Schwab Advisor Services

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Tampa, FL, US

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EDUCATION

1990 — 1997

University of Southern California

BS, MBT, Accounting, Tax

SKILLS

Wealth ManagementEstate PlanningWealth Management ServicesHigh Net Worth IndividualsInvestmentsStrategic Financial PlanningInvestment ManagementFinancial AnalysisAccountingInvestment AdvisoryIncome TaxRetirement PlanningAsset AllocationInvestment StrategiesPortfolio ManagementAsset Managment

ABOUT NIKKI MICHELINI

As a Strategist for Schwab Advisor Family Office, my role is to serve as a sounding board…

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Nikki Michelini — Family Wealth Strategist, Schwab Advisor Family Office at Schwab Advisor Services in St. Petersburg, FL, US | Unifers