Michael Amos Email & Phone Number
Vice President, Executive Planning Consultant @ CFP Board
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Michael Amos Location
- Cincinnati, OH, US
Michael Amos Work
- Vice President, Executive Planning Consultant @
- Vice President, Executive Planning Consultant @ (July 2021 - Present)
- Benefits and Planning Consultant, Executive Services @ (January 2019 - July 2021)
- Planning and Advice Support @ (January 2015 - January 2019)
- Workplace Planning and Guidance Consultant Ii @ (March 2012 - April 2015)
- Retirement Solutions Representative @ (December 2008 - March 2012)
- Financial Representative @ (November 2007 - December 2008)
- Senior Account Executive @ (January 2006 - January 2007)
Michael Amos Education
- University of Georgia - Terry College of Business
Executive Program in Financial Planning
2014-2016 - The Ohio State University 2003-2006
Michael Amos Skills
- Financial Planning
- Asset Allocation
- Mutual Funds
- Retirement Income Strategies
- Client Retention
- Retirement Planning
- ETFs
- Pensions
- Leadership
- Coaching
- Estate Planning
- Traditional IRA
- Managed Money
- Certified Financial Planner
- 401K Retirement Savings Plans
- Tax Planning
- Roth IRA
- Retirement Income
- 401 Retirement Savings Plans
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 Executive Program in Financial Planning @ 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 3 emails and 1 mobile phone numbers on RocketReach.
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