Michael Woods Email & Phone Number
Managing Director, CFP CDFA @ Capstone Financial, LLC
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Michael Woods Location
- Atlanta, GA, US
Michael Woods Work
- 2005 -now Managing Director, CFP CDFA @
Michael Woods Education
- Oglethorpe University
CDFA Certified Divorce Financial Analyst (Financial Planning and Services)
2003-2003 - Oglethorpe University
CFP (Financial Planning)
1999-2002 - State University of New York at Fredonia
Bachelor’s Degree (Marketing/Marketing Management, General)
1989-1993 - Sachem High School
High School
1986-1989
Michael Woods Skills
- Long Term Care Insurance
- Retirement
- Investments
- Strategic Financial Planning
- Securities
- Fixed Annuities
- Disability Insurance
- Investment Advisory
- Employee Benefits
- Investment Strategies
- Insurance
- High Net Worth Individuals
- Wealth Management
- Finance
- Portfolio Management
- Retirement Planning
- Estate Planning
- IRAs
- Financial Advisory
- Financial Planning
- Mutual Funds
- Life Insurance
- 401k
- Financial Analysis
- Long-term Care
- Certified Divorce Financial Analyst
- Business Planning
- Series 63
- Financial Planners
- 401k Retirement Savings Plans
- Asset Allocation
- Financial Services
- Financial Goals
- Long Term Care
- Wealth
- Management
- Series 7
- Trust Services
- 401 Retirement Savings Plans
Michael Woods Summary
- Michael Woods, based in Atlanta, GA, US, is currently a Managing Director, CFP CDFA at Capstone Financial, LLC. Michael Woods holds a 2003 - 2003 CDFA Certified Divorce Financial Analyst in Financial Planning and Services @ Oglethorpe University. With a robust skill set that includes Long Term Care Insurance, Retirement, Investments, Strategic Financial Planning, Securities and more. Michael Woods has 2 emails and 3 mobile phone numbers on RocketReach.
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