Mike Cajthaml Email & Phone Number
Certified Business Consultant @ Pareto Systems
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Mike Cajthaml Location
- Overland Park, KS, US
Mike Cajthaml Work
- Certified Business Consultant @ (July 2022 - Present)
- Financial Consultant and Coach and Investment Advisor Representative @ Pareto Systems / Cy Financial (July 2022 - Present)
- Investment Advisor @ Cy Financial, LLC (November 2013 - Present)
- Senior V.P. @ (October 2007 - November 2013)
- Investment Advisor Representative @ Affinity Asset Management (December 2019 - March 2025)
- President @ Cy Financial, LLC (November 2013 - December 2019)
- President @ McHenry County Investment Services, Inc. (April 1998 - October 2007)
Mike Cajthaml Education
- The American College of Financial Services
CFP, ChFC, CLU (Comprehensive Financial Planning and Services)
Mike Cajthaml Skills
- Investments
- Financial Services
- Retirement Planning
- Long-term Care
- Life Insurance
- Asset Management
- Employee Benefits
- Strategic Planning
- Portfolio Management
- Securities
- Insurance
- Business Strategy
- IRAs
- Fixed Annuities
- Fixed Indexed Annuities
- 401k Rollovers
- IRA Rollovers
- Highly responsible
- Highly resourceful
- Highly personable
- Highly detail oriented
- Highly Dedicated
- Mutual funds
- Life Insurance Planning
- Public Speaking
- Sales Leadership Training
- Retirement
- Financial Advisory
- Indexed Annuities
- Long Term Care Insurance
- Certified Financial Planner
- Personal Finance
- Financial Goals
- Estate Planning
- Wealth Management Services
- Financial Planning
- Wealth Management
- Investment Advisory
- Long Term Care
Mike Cajthaml Summary
- Mike Cajthaml, based in Overland Park, KS, US, is currently a Certified Business Consultant at Pareto Systems. Mike Cajthaml brings experience from previous roles at Pareto Systems / Cy Financial, Cy Financial, LLC, Creative Marketing International Corp. and Affinity Asset Management. Mike Cajthaml holds a CFP, ChFC, CLU in Comprehensive Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Investments, Financial Services, Retirement Planning, Long-term Care, Life Insurance and more. Mike Cajthaml has 1 mobile phone numbers on RocketReach.
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