And guess what? The financial industry is very good at marketing. Americans are very good at buying stuff. This seems like it would be a match made in heaven, but there’s something missing. A big something.
That missing ingredient is the fact that our deepest held beliefs and values drive buying decisions. Our souls propel us, whether we realize it or not.
So…shall we begin?
I can promise you this–you are not alone. I’m on this journey myself. That’s right. I may be an experienced and credentialed financial planner, but I’m still learning about myself each and every day.
That’s why getting your personal story right can be so impactful when it comes to your finances. Sure there are financial techniques and strategies that become the tools of the trade, but nothing keeps our engines running like knowing our true motivations and our true selves.
Helping you get that part right is what my life’s work is all about.
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®).
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, CFP®️ (with plaque design) and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.