Mike Chartos, CFP®, RICP® in

Mike Chartos, CFP®, RICP®

Login to view DISC.
Managing Director at Northwestern Mutual
📍 Annapolis, Maryland, United States

Michael Chartos is a Managing Director and Wealth Management Advisor at Northwestern Mutual, holding multiple designations including CFP®, ChFC®, CLU®, and RICP®. He specializes in retirement, business, and estate planning, drawing on his education from the Perdue School of Business at Salisbury University.

Outside of his professional life, Michael resides in Phoenix, Maryland, with his wife and three children. He is an avid enthusiast of outdoor activities, particularly enjoying golfing and boating, and prioritizes spending quality time with his family.

He has been recognized as a FIVE STAR Wealth Manager for five consecutive years (2020-2024).

Read the full overview →
Experience
16 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Annapolis, Maryland, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Mike cares about

Family Financial Planning
His professional focus aligns with his personal life as a father of three, and he has posted content about financial planning for new parents.
Retirement Strategy
Lists retirement planning as a core specialization on his professional website, indicating deep expertise and interest in this area for clients.
+5 more topics Login to view topics
Career

Work history

1-2019
Managing Director
Northwestern Mutual
1-2009
Financial Advisor
Northwestern Mutual
In the press

Media appearances

Michael William Chartos, Managing Director - Annapolis, MD 21401. Featured in Northwestern Mutual
See now
Michael Chartos - Northwestern Mutual - Forbes. Featured in Forbes
+1 more appearances Login to view media
Education
Perdue School of Business
Salisbury University - Perdue School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

Courtney Wideman (Browne)
Courtney Wideman (Browne)
Chief of Staff & Director of Marketing
Northwestern Mutual
 Patrick B. Bailey, CFP®, ChFC®, TPCP®
Patrick B. Bailey, CFP®, ChFC®, TPCP®
Private Wealth Advisor
Northwestern Mutual
 Taylor Baumgartner, CFP®, CEPA®
Taylor Baumgartner, CFP®, CEPA®
Wealth Management Advisor and Field Director
Northwestern Mutual
 Daniel Arteaga
Daniel Arteaga
Associate Financial Representative
Northwestern Mutual

More profiles

Discover additional public profiles from our index.

Ginny Higgs
Ginny Higgs
Marketing Director
Cox Communications
 Christi Hardesty
Christi Hardesty
Director of Marketing
Hard Rock Casino Northern Indiana
IB
Isaac Berling
VP of IT
Ziegler Caterpillar
 Brett Lieberman
Brett Lieberman
Board Member
Virginia Pest Management Association
Unlock the full playbookSee exactly how to sell to Mike. Free, 10 seconds.