Michael Boone Location
- Bellevue, WA, US
Michael Boone Work
- 1985 - now Founder @
Michael Boone Education
- College for Financial Planning
Master's Degree Course (Pre-Retirement Financial Planning)
2018 - 2018 - UCLA Anderson School of Management
(Finance and Financial Management Services)
2017 - 2017 - Duke University - The Fuqua School of Business
(Financial Planning and Services)
2017 - 2017 - Northwestern University - Kellogg School of Management
(Business management and strategy for Financial Professionals)
2016 - 2016 - Yale University
Executive Education (School of Management)
2014 - 2014 - MIT Sloan School of Management
(Executive classes in Finance, Financial Planning and Services)
2013 - 2013 - The Wharton School
Executive business classes (Financial Planning and Services)
2012 - 2012 - The University of Chicago Booth School of Business
Executive classes in Finance (Financial Planning and Services)
2011 - 2011 - University of Puget Sound
BA (Business, Psychology double)
1981 - 1985
Michael Boone Skills
- Portfolio Management
- General Securities Principal
- securities analysis
- Alternative Investment Strategies
- Financial Analysis
- Financial Advisory
- Personal Financial Planning
- Certified Financial Planner
- Estate Planning
- High Net Worth Individuals
- Disability Insurance
- Stock Option
- Employee Stock Options
- 401k Rollovers
- 401k
- Long Term Care Insurance
- Commercial Real Estate Analysis
- College Savings Plans
- Business Owner Planning
- comprehensive financial planning
- Retirement Planning
- WealthVision
- eMoney
- Wealth Management
- Charitable Gift Planning
- Variable Annuities
- Fixed Income
- Municipal Bonds
- International Investment
- Structured Products
- Structured Settlements
- Certificates of Deposit
- Leadership
- Social Media
- Public Speaking
- Strategic Planning
- Marketing
- Customer Service
- Project Management
- Financial Planning
- Investments
- Investment Management
Michael Boone Summary
- Michael Boone, based in Bellevue, WA, US, is currently a Founder at Boone Wealth Advisors, LLC. Michael Boone holds a 2018 - 2018 Master's Degree Course in Pre-Retirement Financial Planning @ College for Financial Planning. With a robust skill set that includes Portfolio Management, General Securities Principal, securities analysis, Alternative Investment Strategies, Financial Analysis and more. Michael Boone has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Boone Wealth Advisors, LLC Employees
Michael Boone
Founder
Bellevue, WA, US
Shawn Nelson
CEO and Wealth Advisor
Bellevue, WA, US
Amy Avella
Client Services Associate
Bothell, WA, US
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