Michael Schutza, Financial Planning, Totus Wealth Management
Share
Financial Planner and Tax Planning Certified Professional® (TPCP®) I serve clients across CA, NY, FL, AL, LA, and TX.
I am a Financial Planner, and a Tax Planning Certified Professional® (TPCP®) at Totus Wealth Management. I work with families, business owners, and real estate investors on clear, practical planning that emphasizes advanced tax strategies (in coordination with clients’ CPAs), retirement-income decisions, and real estate-integrated wealth plans. With 18 years in financial services, I hold Series 7
and 66 registrations and am licensed for life, health, accident, annuities, and long-term care. My perspective is shaped by ground-level experience: I grew up in a family business that scaled from one to more than 100 employees and have been hands-on with rental property rehabs and management. Engagements in additional states
are available subject to registration or applicable exemptions. Michael Schutza, TPCP®
Financial Planner / Tax Planning Certified Professional®
701 North Post Oak Rd Suite 320
Houston, TX 77024
Phone: (832)-220-3602
Direct: (318)-935-9155
Totus Wealth Management: Comprehensive Financial Guidance We’re ready to help you
reach your wealth management and financial goals in ways you’ve never imagined. Together, we develop a holistic plan that is based around your desired future. www.totuswm.com
Securities are offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services
are offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera
firms are under separate ownership from any other named entity. Confidentiality Notice:
This email transmission and its attachments, if any, are confidential and intended only for
the use of the particular person and entities. They may also be work product and/or
protected by the attorney-client privilege or other privileges. Delivery to someone other
than the intended recipient(s) shall not be deemed to waive any privilege. Review,
distribution, storage, transmittal or other use of the email and any attachment by an
unintended recipient is expressly prohibited. If you are not the named addressee (or its
agent) or this email has been addressed to you in error, please immediately notify the
sender by reply email and permanently delete the email and its attachments.
01/27/2026
Honored to be featured in a NAIFA Advisor Today Member Spotlight: “Why This Work Matters: Michael Schutza, TPCP®, on Purpose, Planning, and Impact.”
It covers my planning philosophy and why proactive, coordinated decision-making matters.
01/27/2026