Megan Schwab, CFP®, AIF®
With Apriem Since 2020
Responsibilities: Megan assists the financial planning department in maintaining and executing various tasks. Constantly strives to find unique solutions to problems she’s faced with.
Expertise: A well-organized individual who is driven to complete the tasks at hand.
Passionate: About personal finance and helping others achieve their financial goals.
Chooses to go big: Megan’s second slope she skied was a Double Black Diamond after practicing once on a bunny hill.
Fun Fact: Can manage to fall asleep through just about any movie.