Mike Booker Email & Phone Number
Senior Account Executive @ Financial Synergies Wealth Advisors
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Mike Booker Location
- Houston, TX, US
Mike Booker Work
- 2025 -now Senior Account Executive @
- 1986 -2025 Principal @
Mike Booker Education
- University of Houston 1977
Mike Booker Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Leadership
- Financial Planners
- Public Speaking
- Fixed Income
- Mergers
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Teaching
- Portfolio Management
- IRAs
- Financial Modeling
- Investments
- Relationship Management
- Finance
- Institutional Investments
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Income Protection
- Fund Of Funds
- Financial Services
- Strategy
- Equities
- Wealth Management
- Mutual Funds
- Strategic Planning
- Uniform Combined State Law
- FINRA
- High Net Worth Individuals
- Strategic Financial Planning
- Investment Strategies
- Program Management
- Risk Management
- Asset Management
- Wealth Accumulation
- Certified Financial Planner
- Defined Benefit
- Financial Analysis
- Wealth
- Pension Funds
- Personal Financial Planning
- Corporate Governance
- Series 24
- Commodity
- ETFs
- Due Diligence
- Retirement
- Series 7
- Investment Management
Mike Booker Summary
- Mike Booker, based in Houston, TX, US, is currently a Senior Account Executive at Financial Synergies Wealth Advisors. Mike Booker brings experience from previous roles at Financial Synergies Wealth Advisors. Mike Booker holds a University of Houston. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Leadership and more. Mike Booker has 3 emails and 2 mobile phone numbers on RocketReach.
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