Michael Rangel MBA, CFP®, CTFA in

Michael Rangel MBA, CFP®, CTFA

Critic · DISC type C
VP Financial Consultant, Client Relationship Advisor at Charles Schwab
📍 San Antonio, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
19 Years
Current Role
VP Financial Consultant, Client Relationship Advisor
Job Level
Senior
Location
San Antonio, Texas, United States
Personality Overview

How Michael shows up

Precise
Negotiator
Information Seeker

They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Michael cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2020
VP Financial Consultant, Client Relationship Advisor
Charles Schwab
6-2013 - 5-2020
Wealth Manager
USAA
12-2012 - 6-2013
Wealth Advisor
USAA
8-2007 - 12-2012
Wealth Specialist
USAA
2006 - 2007
Financial Service Advisor
New York Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2012
Masters
University of the Incarnate Word
2003 - 2006
Bachelors
The University of Texas at San Antonio
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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