Micah Charyn, Cepa®, Cpfa®

Micah Charyn, Cepa®, Cpfa® Email and Phone Number

Board Member @ Touching Miami with Love
United States
Micah Charyn, Cepa®, Cpfa®'s Location
Coral Gables, Florida, United States, United States
Micah Charyn, Cepa®, Cpfa®'s Contact Details

Micah Charyn, Cepa®, Cpfa® personal email

About Micah Charyn, Cepa®, Cpfa®

Micah Charyn is the Senior Wealth Advisor for Valley Bank’s Private Bank in South Florida. Micah manages the financial planning , investment selection, portfolio construction themes, and banking needs for domestic and multinational high net worth and ultra high net worth clients in the Aventura, Doral, Brickell and Coral Gables areas. Micah has also worked as an Associate at a top Angel Investment firm in San Francisco, CA. Micah holds a Masters Degree in Finance from Webster University in St. Louis. He is a Certified Plan Fiduciary Advisor (CPFA), and a Certified Exit Planning Advisor (CEPA). Micah is an avid traveler and lover of the outdoors, especially mountains. He completed the Anna Purna Crossing in Nepal, the Sun Road in Peru, and Mt. Kilimanjaro in Tanzania, Africa. When Micah is not working or climbing mountains he loves spending quality time with his wife, his daughter and son, and two miniature Yorkies.These are the comments of this employee only, and not of Valley National Bank, its subsidiaries, or affiliates. No instructions for business transactions or which affect any client’s accounts will be accepted through LinkedIn. Communications may be monitored and retained by Valley. All information and comments are provided for informational purposes only. See https://bl.valley.com for further disclosures.

Micah Charyn, Cepa®, Cpfa®'s Current Company Details
Touching Miami with Love

Touching Miami With Love

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Board Member
United States
Micah Charyn, Cepa®, Cpfa® Work Experience Details
  • Touching Miami With Love
    Board Member
    Touching Miami With Love
    United States
  • Touching Miami With Love
    Board Member
    Touching Miami With Love Jun 2024 - Present
    Miami, Florida, Us
  • Valley Bank
    First Vice President, Senior Wealth Advisor
    Valley Bank Aug 2023 - Present
    Morristown, New Jersey, Us
  • Merrill Lynch Wealth Management
    Senior Portfolio Advisor, Financial Advisor
    Merrill Lynch Wealth Management Sep 2021 - Aug 2023
    New York, Ny, Us
  • Truist
    Vice President, Wealth Advisor
    Truist Mar 2018 - Feb 2022
    Charlotte, North Carolina, Us

Micah Charyn, Cepa®, Cpfa® Skills

Financial Advisory Retirement Planning Asset Location Financial Modeling Non Qualified Deferred Compensation Insurance Wealth Management Services

Micah Charyn, Cepa®, Cpfa® Education Details

  • University Of Miami
    University Of Miami
    Certified Financial Planner ™
  • Webster University
    Webster University
    Master'S Degree
  • The University Of Memphis
    The University Of Memphis
    Bachelor'S Degree

Frequently Asked Questions about Micah Charyn, Cepa®, Cpfa®

What company does Micah Charyn, Cepa®, Cpfa® work for?

Micah Charyn, Cepa®, Cpfa® works for Touching Miami With Love

What is Micah Charyn, Cepa®, Cpfa®'s role at the current company?

Micah Charyn, Cepa®, Cpfa®'s current role is Board Member.

What is Micah Charyn, Cepa®, Cpfa®'s email address?

Micah Charyn, Cepa®, Cpfa®'s email address is mi****@****ail.com

What schools did Micah Charyn, Cepa®, Cpfa® attend?

Micah Charyn, Cepa®, Cpfa® attended University Of Miami, Webster University, The University Of Memphis.

What are some of Micah Charyn, Cepa®, Cpfa®'s interests?

Micah Charyn, Cepa®, Cpfa® has interest in Human Rights, Environment, Poverty Alleviation.

What skills is Micah Charyn, Cepa®, Cpfa® known for?

Micah Charyn, Cepa®, Cpfa® has skills like Financial Advisory, Retirement Planning, Asset Location, Financial Modeling, Non Qualified Deferred Compensation, Insurance, Wealth Management Services.

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