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Michael Halvorsen Location
Doylestown, PA, US
Michael Halvorsen Work
2020 -now Wealth Advisor and Managing Partner @
2016 -2020 Adjunct Professor @
1998 -2020 Senior Vice President @ Asset Planning Services, Ltd.
Michael Halvorsen Education
College for Financial Planning
Master of Science - MS (Financial Planning)
2004-2006
Drexel University
BS (Finance & Human Resource Management)
1989-1994
CFP®, MS, College for Financial Planning, BS, Drexel University
Michael Halvorsen Skills
Certified Financial Planner
Personal Financial Planning
Strategic Financial Planning
Wealth Management
Investments
Employee Benefits
Retirement Planning
Estate Planning
Financial Planners
Insurance
401k
Disability Insurance
Strategic Planning
Risk Management
Wealth
Michael Halvorsen Summary
Michael Halvorsen, based in Doylestown, PA, US, is currently a Wealth Advisor and Managing Partner at MRK Wealth Advisors. Michael Halvorsen brings experience from previous roles at Regent University and Asset Planning Services, Ltd.. Michael Halvorsen holds a 2004 - 2006 Master of Science - MS in Financial Planning @ College for Financial Planning. With a robust skill set that includes Certified Financial Planner, Personal Financial Planning, Strategic Financial Planning, Wealth Management, Investments and more.
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