Michael Younan, Cfp® Email and Phone Number
When I was in high school I constantly did well in all my math classes. I loved calculus and derivatives especially. This is what initially sparked my teachers to tell me I should go into the business world. I was told that derivatives are used to determine profit margins and business projections for future sales. It’s also used in options trading, deriving stock prices, valuations, analysis, etc.I am extroverted and outgoing, which is what brought success in my personal and professional life. I attended Baruch College knowing their phenomenal business program is exactly what I wanted. I was accepted into the Zicklin School of Business and joined several finance clubs while achieving a 3.8 GPA. One of my most favorite quotes in history is: “faber est suae quisque fortunae” (every man is the artisan of his own fortune).Now I’m employed at Fisher Investments in a unique position helping clients achieve their goals by developing recommendations and plans. It's been quite a journey thus far in my career from my first finance role to achieving the CFP®️ designation and landing at my current firm. Keep on climbing upwards!
The Holland Group, Retirement Wealth Advisors
View- Website:
- thehollandgrp.com
- Employees:
- 8
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Financial Service AdvisorThe Holland Group, Retirement Wealth AdvisorsClearwater, Fl, Us -
Investment CounselorFisher Investments May 2024 - PresentPlano, Texas, UsAs an investment counselor, I help facilitate long-lasting relationships between clients. I also help develop financial plans and recommendations to better the investment universe for the clients. -
Financial AnalystHilton Capital Management, Llc Sep 2022 - Feb 2024Garden City, New York, Us -
Financial RepresentativeFidelity Investments Jun 2021 - Sep 2022Boston, Ma, Us -
Financial ConsultantEquitable Advisors Dec 2020 - Apr 2021 -
InternEquitable Advisors Aug 2019 - Dec 2020
Michael Younan, Cfp® Education Details
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Nyu Stern School Of Business -
Baruch CollegeGeneral
Frequently Asked Questions about Michael Younan, Cfp®
What company does Michael Younan, Cfp® work for?
Michael Younan, Cfp® works for The Holland Group, Retirement Wealth Advisors
What is Michael Younan, Cfp®'s role at the current company?
Michael Younan, Cfp®'s current role is Financial Service Advisor.
What schools did Michael Younan, Cfp® attend?
Michael Younan, Cfp® attended Nyu Stern School Of Business, Baruch College.
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