Michael Ehlenbeck Email and Phone Number
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Michael joined CORE Wealth Advisors in 2017 and is a CERTIFIED FINANCIAL PLANNER™(CFP®) designee. In his role as advisor, he collaborates with individuals, families and businesses to develop financial plans to meet their unique specifications and needs. He also serves as the firm’s in-house specialist for advanced financial planning technologies- working closely with CORE advisors to build, maintain and update a wide array of customized financial plans.In 2017, he received the Chartered Retirement Plans Specialist℠ designation from the College for Financial Planning. This designation is awarded to individuals who specialize in creating, implementing, and maintaining retirement plans for businesses. In 2022, Michael obtained the CERTIFIED FINANCIAL PLANNER™ designation.Prior to joining CORE, Michael worked locally as a Retirement Plan Specialist and as a Resource Development Director with the United Way of Central Florida – coordinating fundraising efforts with a wide variety of companies throughout Polk, Hardee, and Highlands Counties. His previous experience in non-profit and retirement plan areas provides an additional vantage point when developing viable, long-term partnerships with his clients.Michael graduated from Florida Southern College where he majored in Financial Management. He is a current member of the Kiwanis Club of Lakeland, and served as club President in 2018/2019. He continues to be involved at Florida Southern College, belonging to the ‘6th Man Club’ Basketball Boosters and is a member of the Spivey Society. He is a former Chapter Advisor for the Sigma Chi Fraternity at Florida Southern College, a graduate of Leadership Lakeland Class XXXI, and Leadership Polk Class XII.Michael and his wife Christine enjoy traveling, but they also enjoy their time at home in Lakeland with their daughters, Ansley and Adelyn. Michael is a huge sports fan and a supporter of the Gators, Buccaneers, Lightning, Rays and FSC Basketball.
Core Wealth Advisors, Inc.
View- Website:
- corewealthadvisorsinc.com
- Employees:
- 6
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Financial AdvisorCore Wealth Advisors, Inc. May 2017 - PresentLakeland, Florida Area -
Retirement Plan SpecialistCps Investment Advisors Aug 2015 - May 2017Lakeland, Florida Area -
Resource Development DirectorUnited Way Of Central Florida Apr 2014 - Jul 2015Establish and implement appropriate high-level strategic plan for effective campaign fundraisingMonitor Resource Development activities and results to identify opportunities and develop appropriate responsesMentor associates and volunteers, sharing knowledge and experience while keeping an open-door policyResponsible for coordinating all Resource Development events with Marketing DepartmentServed as Young Leader Society staff liaison, leading meetings and group discussions -
Senior Resource Development ManagerUnited Way Of Central Florida Jul 2012 - Mar 2014Supervised Loaned Executives by pairing them with accounts to fit their strengths and managing their progressDeveloped training program for United Way Loaned Executives and managed training efforts -
Resource Development ManagerUnited Way Of Central Florida Apr 2009 - Jun 2012Fostered and built relationships with local businesses to maximize giving and fully effectuate the mission of UWCFEvaluated current and historical data with local CEO’s to implement appropriate work place campaign strategies -
Loaned ExecutiveUnited Way Of Central Florida Aug 2008 - Dec 2008Collaborated with United Way and local business leaders daily to conduct campaign support tasks and to coordinate employee campaign presentations, gaining Public Speaking, Networking and Sales experience
Michael Ehlenbeck Skills
Michael Ehlenbeck Education Details
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Business Administration; Financial Management
Frequently Asked Questions about Michael Ehlenbeck
What company does Michael Ehlenbeck work for?
Michael Ehlenbeck works for Core Wealth Advisors, Inc.
What is Michael Ehlenbeck's role at the current company?
Michael Ehlenbeck's current role is Financial Advisor at Core Wealth Advisors, Inc..
What is Michael Ehlenbeck's email address?
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What is Michael Ehlenbeck's direct phone number?
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What schools did Michael Ehlenbeck attend?
Michael Ehlenbeck attended Florida Southern College.
What are some of Michael Ehlenbeck's interests?
Michael Ehlenbeck has interest in Family, Sports, Excercise And Fishing.
What skills is Michael Ehlenbeck known for?
Michael Ehlenbeck has skills like Fundraising, Public Speaking, Leadership, Training, Social Networking, Event Planning, Public Relations, Nonprofits, Management, Program Development, Community Development, Team Building.
Who are Michael Ehlenbeck's colleagues?
Michael Ehlenbeck's colleagues are Paul Weaver, Ii, Lisa Burton, Derek Stross, Cpa, Pfs, Mba, Cva.
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