Megan Schwab, CFP®, AIF®
Financial Advisor
Megan began her journey in financial planning during her time in Apriem’s Summer Internship Program, where she discovered her true passion for the field, a program she now leads for Apriem herself.
Megan works closely with multigenerational families, young accumulators, and individuals connected to churches and nonprofits. Her core values guide her both professionally and personally, centered around integrity, diligence, class, and a strong commitment to follow through in everything she does for her clients.
Outside of her professional life, Megan cherishes time spent with her husband and son, staying active in her local church, and enjoying time at the beach and pilates.
Megan works closely with multigenerational families, young accumulators, and individuals connected to churches and nonprofits. Her core values guide her both professionally and personally, centered around integrity, diligence, class, and a strong commitment to follow through in everything she does for her clients.
Outside of her professional life, Megan cherishes time spent with her husband and son, staying active in her local church, and enjoying time at the beach and pilates.
Years of experience*
Client retention rate*
$ in AUM*
Apriem advisors
Disclosures
*As of 7/14/26, company wide statistics