Mike is a Partner and Certified Financial Planner™ with over 20 years’ experience in the financial services industry. He specializes in helping business owners, high wage earners and executives build and preserve wealth, develop an efficient tax strategy, and plan for life’s milestones like college and retirement. Listen to Mike’s podcast or video on how he manages his own money to see if his perspective fits yours.
Mike is passionate about helping individuals simplify their financial lives. Not everyone has the energy and desire to handle increasingly complex finances. Letting Mike do what he does best gives his clients the freedom and flexibility to focus on what they cherish most – relationships and experiences that make life meaningful. His pragmatic approach to financial advising appreciates the value of time, to his clients and their investments. To value his own time, Mike only works with clients through our ongoing wealth management service.
Mike’s education and breadth of experience, spanning personal to corporate finance, make him a trusted resource on both everyday and unique financial issues. In addition to his CFP®, he holds three advanced designations including:
- Certified Private Wealth Advisor®(CPWA®),
- Chartered Retirement Planning CounselorSM (CRPC®), and
- Masters in Business Administration (MBA)
The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients (over $5 million). The CrPC designation is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and tax planning. Mike received a BS in Finance from the University of Illinois and an MBA from the Kellogg School of Management at Northwestern University.
Prior to moving to the Raleigh area and joining Financial Symmetry, Mike worked as a senior member of the capital markets team at a publicly traded company in New York City and as a portfolio manager at GE Capital in Chicago. Originally from Minnesota, he works with clients locally and across the United States.
Mike shares his financial know-how as a co-host of the Financial Symmetry podcast and the Financial Symmetry blog. He is also an active member of the National Association of Personal Financial Advisors (NAPFA) and has been quoted in various industry publications. Here are a few of his most popular pieces:
- Your Retirement Secret Weapon
- Don’t Let These 10 Mistakes Ruin Your Retirement
- A Financial Advisor’s Top 10 Investment Lessons Learned
Mike enjoys spending time with his wife, their four children, and the family golden retriever, especially at their lake cabin. He’s actively involved in his community, most recently as the treasurer for the neighborhood HOA. Mike stays fit by playing golf, hockey, skiing, X3 Bar, and the Carol Bike.
Fun facts about Mike:
- Achieved his dream of flying as a (now former) private pilot
- Enjoyed 12 years of Y Guides with his children
- First job was delivering newspapers to the musician Prince
If you’re considering delegating your financial situation and want to set up an appointment, please contact him directly at 919-674-3724 or meklund@financialsymmetry.com, or simply click the green button above his photo.
