Mike is a Certified Financial Fiduciary® at 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗰., who believes quality planning requires a comprehensive approach tailored to each client’s needs. Utilizing cutting-edge fintech solutions, we help clients map their path to financial freedom, lower their ...more

Mike is a Certified Financial Fiduciary® at 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗰., who believes quality planning requires a comprehensive approach tailored to each client’s needs. Utilizing cutting-edge fintech solutions, we help clients map their path to financial freedom, lower their lifetime tax burdens, protect their legacy wealth, and identify next-generation investment opportunities. To demonstrate Mike’s commitment to understanding innovation and its impact on investing and financial planning has been Certified in Blockchain and Digital Assets (CBDA). At 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 our Financial Advisors hold the Chartered Federal Benefits Consultant Designation (ChFEBC). This provides us with knowledge and experience to help federal employees navigate the complexities of the benefits earned by them as federal government employees. As an active employee or retiree, don’t let the complexity of your benefits package prevent you from fully benefiting from the options you’ve earned! The 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗰. team embraces The Fiduciary Standard. Our clients’ interests supersede ours, always. Investment advice offered through 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗰., a Registered Investment Advisor.less