Michaela Speer, Cfp® Chfc®

Michaela Speer, Cfp® Chfc® Email and Phone Number

Wealth Advisor for Physician Households @ Physicians Thrive
Michaela Speer, Cfp® Chfc®'s Location
Hilliard, Ohio, United States, United States
About Michaela Speer, Cfp® Chfc®

As a wealth advisor, Michaela enjoys getting to know her clients, their goals and helping them feel educated as they make decisions about their finances. Her role at Phyisicans Thrive has given her the opportunity to build professional relationships with residents, fellows and practicing physicians and to understand the unique financial situations many medical professionals face. She aims to further the physician’s she works with knowledge on tax reduction, insurance planning, contract review and negotiations, financial planning, and retirement planning strategies.Michaela graduated from Wayne State College with a Bachelor of Science in Finance. While at Wayne Michaela was a four-year starter for the nationally ranked volleyball team, which made an appearance in the Final Four.Outside the office, she loves being active by playing with her dogs, coaching high school volleyball, and competing against her husband in any and all sports.

Michaela Speer, Cfp® Chfc®'s Current Company Details
Physicians Thrive

Physicians Thrive

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Wealth Advisor for Physician Households
Michaela Speer, Cfp® Chfc® Work Experience Details
  • Physicians Thrive
    Wealth Advisor
    Physicians Thrive Aug 2017 - Present
    Elkhorn, Nebraska, Us
    Physicians Thrive is an award-winning advisory group, serving physicians as a trusted resource as they make informed decisions to maximize their income and wealth potential in all stages of their careers.I work exclusively with physicians and their families to eliminate the stresses and financial pitfalls that are unique to the medical profession. I’m passionate about equipping, training, and advising physicians so they can work towards achieving their professional and financial goals.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jul 2015 - Jul 2017
    Milwaukee, Wi, Us
    - Responsible for setting meetings, consulting, and educating potential clients- Assists clients in building a secure financial future through life and disability insurance, retirement and estate planning, and business analysis - Attained various licenses required for working in the financial services industry

Michaela Speer, Cfp® Chfc® Education Details

  • Wayne State College
    Wayne State College
    Finance

Frequently Asked Questions about Michaela Speer, Cfp® Chfc®

What company does Michaela Speer, Cfp® Chfc® work for?

Michaela Speer, Cfp® Chfc® works for Physicians Thrive

What is Michaela Speer, Cfp® Chfc®'s role at the current company?

Michaela Speer, Cfp® Chfc®'s current role is Wealth Advisor for Physician Households.

What schools did Michaela Speer, Cfp® Chfc® attend?

Michaela Speer, Cfp® Chfc® attended Wayne State College.

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