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Our financial advice team


Michael Schor, Private Wealth Advisor serving the Eugene, OR area - Ameriprise Advisors

Michael Schor

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Reliant Wealth Advisors

An Ameriprise Private Wealth Advisor

16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor

Education

  • B.S., Business Administration: Finance, California Polytechnic State University, San Luis Obispo, CA

Awards & recognition

  • Reliant Wealth Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Brighton Jones, San Francisco, CA, 2013 - 2015
  • Ameriprise Financial, Walnut Creek, CA, 2009 - 2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Due to the COVID-19, the demand on our local food banks & resources has increased greatly. So, our office decided to volunteer & support Food for Lane County for our annual National Day of Service. We kept our distance, wore our masks & kept each other safe.

Instead of the donation barrel for all of June, we set up a one time “Drive By Drop Off” giving our clients the opportunity to help out their community. We collected 274-lbs of food. This equates to approximately216 meals. We were humbled & very grateful for the great turn out in such a short time frame - this was our largest turn out to date.

Thank you for helping our community!

Interests

  • Exploring the many restaurants and breweries that Eugene has to offer
  • Staying active by wakeboarding and biking during the summer, skiing and playing indoor soccer in the winter
  • Spending time with friends and family
  • Travelling, when time allows