Mike Chartos, CFP®, RICP® in

Mike Chartos, CFP®, RICP®

Inquirer · DISC type dc
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).

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

How Mike shows up

ROI Conscious
Demanding
Judgemental

They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

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.
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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
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Michael Chartos - Northwestern Mutual - Forbes. Featured in Forbes
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Education
Perdue School of Business
Salisbury University - Perdue School of Business
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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