Mike Personal Email & Phone Number
Managing Partner and Personal CFO @ The Wealth Consulting Group
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Mike Personal Location
- San Diego, CA, US
Mike Personal Work
- 2014 -now Managing Partner and Personal CFO @
- 1998 -2014 Managing Associate and Financial Planner @ New England Financial/Strategic Wealth Associates
- 1996 -1997 Reg Rep @
Mike Personal Education
- Trinity College-Hartford
BA (History, Law)
1992-1996
Mike Personal Skills
- Wealth Management
- Financial Planning
- Investment Advice
- Financial Services
- Financial Advice
- Securities
- Mutual Funds
- Retirement Planning
- Disability Insurance
- Long Term Care Insurance
- Social Security Planning
- Estate Planning
- Legacy Planning
- Charitable Planning
- Stocks
- Bonds
- Exchange Traded Funds
- Annuities
- REITs
- BDCs
- 529 Plans
- Investments
- Life Insurance
- Health Insurance
- Employee Benefits
- Executive Benefits
- Corporate Benefits
- Executive Compensation Planning
- Budgeting
- Finance
- Management
- Insurance
- Retirement
- Wealth
- Risk Management
- Asset Management
- Leadership
- Customer Service
- 401(k) Retirement Savings Plans
- Personalized Wealth Management
- Financial Planning for Women
- College Savings
- 401(k)s
- Stock Option Planning
- SD CERS Pension Analysis
- CAL PERS Pension Analysis
- Reciprocal Pension Planning
- Pension Reciprocity Analysis
- Socially Responsive Investing
- Sustainable Investing Strategies
- Financial Advisory
- College Education Planning
- Online Competency Profiling Tools For Jobs
- Executive Benefits Planning
- Predictive Analytics
- 401K Retirement Savings Plans
- Talent Management System Research And Development
- Online Job Performance Measures Aligned To Competencies
- 401Ks
- Online Psychological Assessments For Predicting Job Fit
- Insurance Planning
- Comprehensive Financial Planning
- Investment Management
- 401 Retirement Savings Plans
Mike Personal Summary
- Mike Personal, based in San Diego, CA, US, is currently a Managing Partner and Personal CFO at The Wealth Consulting Group. Mike Personal brings experience from previous roles at New England Financial/Strategic Wealth Associates and Berkshire Life Insurance Co. Mike Personal holds a 1992 - 1996 BA in History, Law @ Trinity College-Hartford. With a robust skill set that includes Wealth Management, Financial Planning, Investment Advice, Financial Services, Financial Advice and more. Mike Personal has 2 emails and 2 mobile phone numbers on RocketReach.
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