Michael Younan, Cfp®

Michael Younan, Cfp® Email and Phone Number

Clearwater, FL, US
Michael Younan, Cfp®'s Location
Tampa, Florida, United States, United States
About Michael Younan, Cfp®

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!

Michael Younan, Cfp®'s Current Company Details
The Holland Group, Retirement Wealth Advisors

The Holland Group, Retirement Wealth Advisors

View
Financial Service Advisor
Clearwater, FL, US
Employees:
8
Michael Younan, Cfp® Work Experience Details
  • The Holland Group, Retirement Wealth Advisors
    Financial Service Advisor
    The Holland Group, Retirement Wealth Advisors
    Clearwater, Fl, Us
  • Fisher Investments
    Investment Counselor
    Fisher Investments May 2024 - Present
    Plano, Texas, Us
    As 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.
  • Hilton Capital Management, Llc
    Financial Analyst
    Hilton Capital Management, Llc Sep 2022 - Feb 2024
    Garden City, New York, Us
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jun 2021 - Sep 2022
    Boston, Ma, Us
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Dec 2020 - Apr 2021
  • Equitable Advisors
    Intern
    Equitable Advisors Aug 2019 - Dec 2020

Michael Younan, Cfp® Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
  • Baruch College
    Baruch College
    General

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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