Michael Kremer, Cfp® Email and Phone Number
Michael Kremer, Cfp® work email
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Michael Kremer, Cfp® personal email
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Growing up, Michael spent a lot of time in hospitals and medical offices. Thankfully, it was not because of any childhood diseases, but because his father was a physician, and his mother was a nurse practitioner. He has found that he works well with people in the medical field and that he can help them avoid the many mistakes that are commonly made, and significantly improve their financial lives. The act of serving others and seeing the positive impact on their lives is what gives him the greatest joy. TheraWealth, LLC was founded with the goal of empowering those in the medical community to take charge of their financial health. He does this by creating customized plans that allow his clients to protect what's most important to them (their families, their homes, their businesses, and their incomes) as well as optimize their finances for their future education and retirement needs. The result is that they spend less time worrying about their finances and more time focusing on how to help their patients. I am located in Fort Worth, Texas and have been serving clients for over 20 years in financial services. I work primarily with front-line medical professionals and specialize in retirement planning and investment management. I hold the highly esteemed CERTIFIED FINANCIAL PLANNER™ designation and am also a Financial Adviser. I believe that financial guidance should be given in easy-to-understand language and that managing investment risk is more important than chasing investment returns. I strive to treat each of my clients like family.777 Main St, Suite 3800, Fort Worth, Texas 76102 (682)593-9979 www.TheraWealth.netIn addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, he is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, he is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither TheraWealth nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. TheraWealth is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.
Therawealth, Llc
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PresidentTherawealth, Llc Dec 2021 - PresentFort Worth, Texas, Us -
Certified Financial Planner™ And Financial AdvisorEagle Strategies, Llc Oct 2018 - PresentNew York, Ny, UsFinancial Adviser: Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. EagleStrategies LLC is a New York Life Company -
Financial Services ProfessionalNylife Securities Llc Aug 2018 - PresentRegistered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
AgentNew York Life Insurance Company Aug 2018 - PresentNew York, New York, UsAgent licensed to sell insurance through New York Life Insurance Company. -
Retirement Relationship ManagerFidelity Investments Feb 2008 - Aug 2018Boston, Ma, Us• Managing a client book of 1,000 high net worth participants valued at more than 400 million dollars, helping with retirement planning to determine if there are any potential shortfalls, investment guidance with portfolio reviews to help limit risk and establish an appropriate long term asset allocation, workplace plan option education to help clients understand special tax treatment of company stock, plan rules, and pension evaluation.- Educating the customer step by step, on their level, so that they feel comfortable moving forward on the eventual solution that is presented -
Senior Personal BankerBank Of America Aug 2004 - 2007Charlotte, Nc, Us -
Financial ProfessionalWestern & Southern Financial Group Aug 2001 - Aug 2003Cincinnati, Oh, Us
Michael Kremer, Cfp® Skills
Michael Kremer, Cfp® Education Details
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The University Of DallasBachelor'S Degree
Frequently Asked Questions about Michael Kremer, Cfp®
What company does Michael Kremer, Cfp® work for?
Michael Kremer, Cfp® works for Therawealth, Llc
What is Michael Kremer, Cfp®'s role at the current company?
Michael Kremer, Cfp®'s current role is I help medical professionals with personal financial planning and wealth management to support healthy financial outcomes..
What is Michael Kremer, Cfp®'s email address?
Michael Kremer, Cfp®'s email address is mi****@****ail.com
What schools did Michael Kremer, Cfp® attend?
Michael Kremer, Cfp® attended The University Of Dallas.
What skills is Michael Kremer, Cfp® known for?
Michael Kremer, Cfp® has skills like Consultative Selling, Customer Service, Sales, Public Speaking, Team Building, Banking, Team Leadership, Social Media, Microsoft Office, Investments, Negotiation, Time Management.
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