Michael L Wilson, Cfp®, Crc® | Financial Planner Email & Phone Number

Salt Lake City, Ut, Us

I conduct group seminars and one-on-one counseling with officials, members, and local/county/state administrative personnel regarding retirement benefits available through Utah Retirement Systems. I provide technical analysis of member retirement (defined benefit) and defined contribution programs to facilitate quality retirement planning and program utilization. I also educate members on various investment and retirement planning principles.

Michael L. Wilson, MBA, CFP®, is the owner of Integrity Financial Planning located in Salt Lake City, UT. Integrity specializes in retirement saving, investment, rollover, IRA, 401k, 403b and retirement income planning. Prior to founding Integrity in 1998, Mike worked over two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. He has extensive experience in the mutual fund industry, having worked 10 years with Fidelity Investments and Invesco Mutual Funds. Mike has an MBA in Finance from Baylor University, and he is a Certified Financial Planner® and a Certified Retirement Counselor®. He serves as a technical reviewer for the Journal of Financial Planning.

Developed and wrote retirement advisor curriculum, certification exam items, continuing education materials, newsletter articles, and PR items. Wrote "Fundamentals of Investments" textbook for use in InFRE's Certified Retirement Counselor Study Program.

Greater Denver Area

Wrote, edited and developed consumer-friendly financial-planning content for NEFE's web sites, booklets, and PowerPoint presentations.

Academic instructor for the Kaplan CFP Education Program's "Fundamentals of Personal Financial Planning" online learning education course. Maintain course materials, manage student message boards and maintain course quiz and final exam items.

Greater Denver Area

Primary responsibility for the writing and maintenance of two “generalist” courses: Foundations in Financial Planning and the Accredited Asset Management Specialist Professional Education Program. Foundations is an introductory course to the financial services profession, covering the five major areas of financial planning: insurance; investments; tax; retirements; and estate. The Asset Management course is a mid-level investment course designed for the brokerage community, with a minor emphasis on all aspects of financial planning. Formulated exams for both courses and created new exam items.

Greater Denver Area

Provided day-to-day management and work direction for two sales telemarketing supervisors, who in turn supervised a staff of 12 registered representatives. Fostered environment of continual improvement concerning inbound and outbound registered representative goals and selling performance. Managed two supervisors with five registered representatives each at walk-in facilities, conducting face-to-face transactions as well as inbound/outbound sales and service. Managed one supervisor of eight retirement specialists who handled retirement plans.

Greater Salt Lake City Area

Directed day-to-day management and operations for a team of 18 retirement plan specialists. Ensured specialists maximized sales, diversified client portfolios, retained current assets, and identified and resolved actual and potential client account problems. Managed incoming retirement telephone traffic levels to ensure timely client service; monitored outbound retirement callbacks to ensure asset retention and sales maximization. Provided technical support on all levels of qualified and nonqualified retirement plan products and services to team members, site personnel and clients.

Mba

Ba

Education record