Michael Watson, Cfp®, Chfc®, Cap® Email & Phone Number

Michael Watson is a CERTIFIED FINANCIAL PLANNER™ practitioner with an expertise based in the unique needs of high-net-worth individuals and families, foundations and endowments, andinstitutional clients. With an expansive background in financial planning, philanthropic planning, and investment consulting, Michael assists IFG Financial Advisors with the creation and implementation of a broad-range of planning concepts as well as investment portfolio construction, including:-Single Stock Risk Management-Executive Compensation Arrangements-Business Exit Planning-Financial Windfall Planning-Insurance Planning-Foundation and Endowment Guidance-Comprehensive Financial Planning-Advanced Estate Planning-Investment Consulting-Advanced Portfolio and Investment Analytics-Tax-sensitive Investing-Alternative Investments-Trust servicesHis accomplishments include:-Certified Financial Planner® Practitioner (CFP®)-Chartered Financial Consultant® (ChFC®)-Oregon & California Life and Health License-FINRA series 7, 63, and 65 Securities LicensesMike earned a BS in Finance from Portland State University where he served as the President of the Financial Management Association, and later completed the CFP® & ChFC® programs through the American College. Mike worked for LPL Financial for 10 years, with his first three years as an Operations Manager and Planning Assistant for an LPL branch office in Portland, Oregon.