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 2 mobile phone numbers on RocketReach.
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Top Capstone Financial, LLC Employees
Amy Self
Sales Manager
Macon, GA, US
Miles Leslie
Vice President
Tallahassee, FL, US
Seth Fenn
Financial Advisor
Buena Park, CA, US
Greg Jordan
Financial Services Professional
Atlanta, GA, US
Jessica Real
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Dallas, GA, US
Joann Phan
Vice President
Marietta, GA, US
Ronny Sulimani
Managing Director
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Austin White
Vice President
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Quentin Conner
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Leighton Smith
Financial Services Representative
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Kae Burchfield
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Huntsville, AL, US
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