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Boulos M
Series 66
Huntington Beach, CA
Stewardship Wealth Management Solutions
Michael Boulos is a financial advisor at Stewardship Wealth Management Solutions with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. He is also president of TME Financial, a holding company. Stewardship Wealth Management Solutions serves individuals, trusts, pension and profit-sharing plans, and business entities through asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, qualitative, quantitative, and technical analysis with various asset allocation strategies, offering both discretionary and non-discretionary management.
Christy M
Series 65
Huntington Beach, CA
Stewardship Wealth Management Solutions
Christy Schlegel is a financial advisor at Stewardship Wealth Management Solutions with a Series 65 credential and four years at the firm. Her prior work includes roles at New Life Preschool, Buffalo Exchange, and Julie Borba. Stewardship Wealth Management Solutions provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, qualitative, quantitative, and technical analysis with various asset allocation strategies, offering both discretionary and non-discretionary management.
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