By integrating retirement, estate and charitable giving strategies into financial plans, Mike’s clients can gain better clarity and purpose for their wealth. As a Certified Financial Planner™ professional, Mike uses his knowledge and experience to identify tailored solutions to help clients achieve their goals.
After earning a B.A. in Economics from Columbia University, where he captained the swim team, Mike began his career as a sales and marketing professional at Procter & Gamble and Binney & Smith. In 2001, he joined Smith Barney as a Financial Advisor and earned his Certified Financial Planner™ certification in 2005. Mike joined CPC Advisors in 2007 and earned his Certified Investment Management Analyst® designation in 2015.
Mike and his wife Lyn reside in Atlanta and have two grown children. In the community, Mike serves on the Board of Atlanta Ronald McDonald House Charities and Chairs the Finance and Investment Committee. Among Mike’s many activities are swimming, cycling and tennis.
By integrating retirement, estate and charitable giving strategies into financial plans, Mike’s clients can gain better clarity and purpose for their wealth. As a Certified Financial Planner™ professional, Mike uses his knowledge and experience to identify tailored solutions to help clients achieve their goals.
After earning a B.A. in Economics from Columbia University, where he captained the swim team, Mike began his career as a sales and marketing professional at Procter & Gamble and Binney & Smith. In 2001, he joined Smith Barney as a Financial Advisor and earned his Certified Financial Planner™ certification in 2005. Mike joined CPC Advisors in 2007 and earned his Certified Investment Management Analyst® designation in 2015.
Mike and his wife Lyn reside in Atlanta and have two grown children. In the community, Mike serves on the Board of Atlanta Ronald McDonald House Charities and Chairs the Finance and Investment Committee. Among Mike’s many activities are swimming, cycling and tennis.
CFP ® | Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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