Michael Gordon Email & Phone Number
Financial Planner @ TrueWealth Advising Group, Inc.
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Michael Gordon Location
- Crown Point, IN, US
Michael Gordon Work
- Financial Planner @ (July 2019 - Present)
- Private Wealth @ (June 2012 - December 2018)
- Banker @ (October 2009 - June 2011)
Michael Gordon Education
- Purdue University
Bachelor of Science - BS (Finance and Financial Management Services)
Michael Gordon Skills
- 401k
- Capital Accumulation
- Equities
- Financial Strategies
- IRAs
- Insurance Strategies
- Investments
- Key-Person Insurance
- Life Insurance
- Pension Plans
- Personal Needs Analysis
- Retirement Planning
- Risk Management
- Securities
Michael Gordon Summary
- Michael Gordon, based in Crown Point, IN, US, is currently a Financial Planner at TrueWealth Advising Group, Inc.. Michael Gordon brings experience from previous roles at Merrill Lynch and Fifth Third Bank. Michael Gordon holds a Bachelor of Science - BS in Finance and Financial Management Services @ Purdue University. With a robust skill set that includes 401k, Capital Accumulation, Equities, Financial Strategies, IRAs and more. Michael Gordon has 1 emails and 2 mobile phone numbers on RocketReach.
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