Michael holds the CFP® mark, which stands for CERTIFIED FINANCIAL PLANNER™. The CFP® designation is awarded to professionals who have completed an extensive study program and passed a rigorous board exam. It represents the industry’s gold standard for experience, ethics, and personal financial planning.
Michael also holds the RICP® designation, which is awarded to professionals that have completed the Retirement Income Certified Professional® program, a unique curriculum offered by The American College that specializes in Retirement Income Planning.
In addition to the RICP® designation, Michael has also attained the RMA® certification offered by Investments and Wealth Institute®. The RMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge. Learn More
Lastly, Michael has earned the CIMA® certification, which is also offered by the Investments and Wealth Institute®. The Certified Investment Management Analyst® (CIMA®) is the international certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. Learn more
In May of 2017, Michael was named the NAIFA® Charlotte 2017 Financial Advisor of the Year.
Charlotte Association of Insurance & Financial Advisors granted the 2017 Advisor of the Year award, officially named the Pete Peterson Award. The award is given annually to an individual member for outstanding service and achievement to the association. Qualifications and considerations include: 1) nominee must be a current NAIFA® Charlotte member in good standing; 2) service to NAIFA® Charlotte must be exemplary; support of the Association’s political, public service, and educational activities is heavily weighted; 3) service to other professional and community organizations; 4) all members are eligible except the President and Immediate Past President. Previous recipients are also eligible if five (5) or more years have passed since last receiving. No fee paid to Charlotte Association of Insurance & Financial Advisors to participate.
Michael is a member of the Financial Planning Association (FPA®), the Investment Management Consultants Association® (IMCA®), the Advisor Growth Community (the AGC®), and the National Association of Insurance Financial Advisors (NAIFA®).