Michael J. McCool, CFP®, CIMA®

Financial Advisor, RJFS

Michael J. McCool, CFP®, CIMA®

Financial Advisor, RJFS
mmccool@cpcadvisors.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Mike is a trustworthy and knowledgeable advisor whose distinctive approach to wealth management is based on identifying tailored solutions to help his clients achieve their unique objectives.

“A few decisions over a lifetime can greatly impact a person’s wealth,” Mike said. “It’s extremely important not to act impulsively and focus on factors that you can control such as asset allocation, rebalancing and tax efficiency.”

His strategy is to partner with his clients to gain a deep understanding of their goals, construct customized, well-informed plans and invest their assets in a manner that will lead to desirable outcomes.

After earning his bachelor’s degree in economics from Columbia University, where Mike also captained the varsity swim team, he began his career as a sales and marketing professional with Procter & Gamble and Binney & Smith. He later joined Smith Barney as a financial advisor focusing on retirement planning, 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.

Originally from Huntsville, Alabama, Mike currently resides in Atlanta, Georgia, with his wife, Lyn, and their two daughters, Samantha and Madeleine. Outside of the office, you can find Mike serving on the Atlanta Ronald McDonald House Charities Advisory Council, competing in U.S. Masters Swimming, and participating in CrossFit. Over the years, one of Mike’s favorite activities has been attending his daughters’ athletic events and performances.

mmccool@cpcadvisors.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Mike is a trustworthy and knowledgeable advisor whose distinctive approach to wealth management is based on identifying tailored solutions to help his clients achieve their unique objectives.

“A few decisions over a lifetime can greatly impact a person’s wealth,” Mike said. “It’s extremely important not to act impulsively and focus on factors that you can control such as asset allocation, rebalancing and tax efficiency.”

His strategy is to partner with his clients to gain a deep understanding of their goals, construct customized, well-informed plans and invest their assets in a manner that will lead to desirable outcomes.

After earning his bachelor’s degree in economics from Columbia University, where Mike also captained the varsity swim team, he began his career as a sales and marketing professional with Procter & Gamble and Binney & Smith. He later joined Smith Barney as a financial advisor focusing on retirement planning, 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.

Originally from Huntsville, Alabama, Mike currently resides in Atlanta, Georgia, with his wife, Lyn, and their two daughters, Samantha and Madeleine. Outside of the office, you can find Mike serving on the Atlanta Ronald McDonald House Charities Advisory Council, competing in U.S. Masters Swimming, and participating in CrossFit. Over the years, one of Mike’s favorite activities has been attending his daughters’ athletic events and performances.

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.

Raymond James is not affiliated with the entities mentioned above.

Ready to begin?
CONTACT US

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James Privacy Notice | © 2018 Raymond James Financial Services, Inc.,  Member FINRA / SIPC