Michael Kremer, Cfp®

Michael Kremer, Cfp® Email and Phone Number

I help medical professionals with personal financial planning and wealth management to support healthy financial outcomes. @ TheraWealth, LLC
Michael Kremer, Cfp®'s Location
Dallas-Fort Worth Metroplex, United States, United States
Michael Kremer, Cfp®'s Contact Details

Michael Kremer, Cfp® work email

Michael Kremer, Cfp® personal email

About Michael Kremer, Cfp®

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.

Michael Kremer, Cfp®'s Current Company Details
TheraWealth, LLC

Therawealth, Llc

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I help medical professionals with personal financial planning and wealth management to support healthy financial outcomes.
Michael Kremer, Cfp® Work Experience Details
  • Therawealth, Llc
    President
    Therawealth, Llc Dec 2021 - Present
    Fort Worth, Texas, Us
  • Eagle Strategies, Llc
    Certified Financial Planner™ And Financial Advisor
    Eagle Strategies, Llc Oct 2018 - Present
    New York, Ny, Us
    Financial Adviser: Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. EagleStrategies LLC is a New York Life Company
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Aug 2018 - Present
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Aug 2018 - Present
    New York, New York, Us
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Fidelity Investments
    Retirement Relationship Manager
    Fidelity Investments Feb 2008 - Aug 2018
    Boston, 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
  • Bank Of America
    Senior Personal Banker
    Bank Of America Aug 2004 - 2007
    Charlotte, Nc, Us
  • Western & Southern Financial Group
    Financial Professional
    Western & Southern Financial Group Aug 2001 - Aug 2003
    Cincinnati, Oh, Us

Michael Kremer, Cfp® Skills

Consultative Selling Customer Service Sales Public Speaking Team Building Banking Team Leadership Social Media Microsoft Office Investments Negotiation Time Management Retirement Planning Qualified Retirement Plans 401k Rollovers Life Insurance Personal Finance Protection Planning/family Security Mutual Funds Relationship Management Financial Services

Michael Kremer, Cfp® Education Details

  • The University Of Dallas
    The University Of Dallas
    Bachelor'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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