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@generositywealth.com
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3 phones found area 303
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LinkedIn matched
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Michael Brady, Cepa, Cvga is listed as President, Generosity Wealth Management at Generosity Wealth Management, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at generositywealth.com, phone signal with area code 303, and a matched LinkedIn profile for Michael Brady, Cepa, Cvga.
Michael Brady, Cepa, Cvga previously worked as President at Generosity Wealth Management and President at Tactical Allocation Services, Llc. Michael Brady, Cepa, Cvga holds Bba, Finance from Eastern Michigan University.
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AeroLeads found 2 current-domain work email signals for Michael Brady, Cepa, Cvga. Compare company email patterns before reaching out.
With over three decades in the finance industry, Mike Brady, founder of Generosity Wealth Management, prides himself on cultivating a firm that's dedicated to enriching lives through meticulous financial planning and wealth management. His dedication to empowering clients to create and preserve wealth transcends mere financial transactions; it's about nurturing financial security for families and fostering community prosperity.Mike stands as a beacon of trust for a diverse clientele. He excels at crafting strategic, tax-efficient, and cost-effective investment pathways, ensuring a safeguard against life's unforeseen financial adversities.An Eastern Michigan University alumnus with a degree in Finance, his journey in the financial sector has been robust and varied. Prior roles as Vice President at Agile Securities, Inc., President at Agile Group, LLC, and CFO at Agile Funds, Inc., have granted him a comprehensive understanding of financial services, from brokerage to mutual and hedge funds management.Beyond finance, his passion lies in giving back to the community. Mike has held numerous leadership positions in charitable and civic organizations, like BeadforLife and the Prison Dharma Network, employing his expertise to foster sustainable change. As an active member of the Rotary Club and various other community initiatives, he’s been instrumental in driving philanthropic efforts both locally and globally.As an avid reader, martial arts enthusiast, and fraternity leader, Mike applies the same dedication to continuous learning and mentorship in his personal life. Lambda Chi Alpha has been a significant part of this journey, where he’s been privileged to mentor young men, shaping them to become valuable members of society.Mike strikes a balance between professional diligence and personal commitment, aiming to create a legacy of generosity, wisdom, and community service.
Listed skills include Wealth Management, Money Management, Tax Planning, Charitable Giving, and 22 others.
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Boulder, CO, US
At Generosity Wealth Management, we uphold the principle that wealth should create positive impacts for you, your loved ones, and the causes close to your heart.Our approach is rooted in a profound commitment to realizing your financial aspirations, employing a blend of expertise, strategic planning, and deep insight. Effective wealth management has the.
Active Management of Separately Managed Accounts, combined with full financial services.
Administrative and Technical assistance on client accounts
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Michael Brady, Cepa, Cvga works for Generosity Wealth Management.
Michael Brady, Cepa, Cvga is listed as President, Generosity Wealth Management at Generosity Wealth Management.
AeroLeads has found 2 work email signals at @generositywealth.com for Michael Brady, Cepa, Cvga at Generosity Wealth Management.
AeroLeads has found 3 phone signal(s) with area code 303 for Michael Brady, Cepa, Cvga at Generosity Wealth Management.
Michael Brady, Cepa, Cvga is based in Boulder, Colorado, United States while working with Generosity Wealth Management.
Michael Brady, Cepa, Cvga has worked for Generosity Wealth Management, Tactical Allocation Services, Llc, and Pearl Advisory Corporation.
You can use AeroLeads to view verified contact signals for Michael Brady, Cepa, Cvga at Generosity Wealth Management, including work email, phone, and LinkedIn data when available.
Michael Brady, Cepa, Cvga holds Bba, Finance from Eastern Michigan University.
Michael Brady, Cepa, Cvga is listed with skills including Wealth Management, Money Management, Tax Planning, Charitable Giving, Estate Planning, Comprehensive Planning, Comprehensive Wealth Management, and Financial Planning.
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