Michael Amos Location
Cincinnati, OH, US
Michael Amos Work
- Vice President, Executive Planning Consultant @ CFP Board
- 2021 - now Vice President, Executive Planning Consultant @ Fidelity Investments
- 2019 - 2021 Benefits and Planning Consultant, Executive Services @ Fidelity Investments
- 2015 - 2019 Planning and Advice Support @ Fidelity Investments
- 2012 - 2015 Workplace Planning and Guidance Consultant Ii @ Fidelity Investments
- 2008 - 2012 Retirement Solutions Representative @ Fidelity Investments
- 2007 - 2008 Financial Representative @ Fidelity Investments
- 2006 - 2007 Senior Account Executive @ Nationstar Mortgage
Michael Amos Education
- University of Georgia - Terry College of Business
(Executive Program in Financial Planning)
2014 - 2016 - The Ohio State University2003 - 2006
Michael Amos Skills
- Financial Planning
- Asset Allocation
- Mutual Funds
- Retirement Income Strategies
- Client Retention
- Retirement Planning
- ETFs
- Pensions
- Leadership
- Coaching
Michael Amos Summary
Michael Amos, based in Cincinnati, OH, US, is currently a Vice President, Executive Planning Consultant at CFP Board. Michael Amos brings experience from previous roles at Fidelity Investments. Michael Amos holds a 2014 - 2016 University of Georgia - Terry College of Business. With a robust skill set that includes Financial Planning, Asset Allocation, Mutual Funds, Retirement Income Strategies, Client Retention and more. Michael Amos has 2 emails and 1 mobile phone numbers on RocketReach.
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