Michael Herron, Clu® Chfc®

Michael Herron, Clu® Chfc® Email and Phone Number

Simplifying complexity for successful entrepreneurs and families @ Blue Ocean Companies, LLC
Michael Herron, Clu® Chfc®'s Location
Bellevue, Washington, United States, United States
Michael Herron, Clu® Chfc®'s Contact Details

Michael Herron, Clu® Chfc® work email

Michael Herron, Clu® Chfc® personal email

Michael Herron, Clu® Chfc® phone numbers

About Michael Herron, Clu® Chfc®

At Blue Ocean Companies, LLC, our focus is on streamlining the intricacies of the business succession and estate planning processes for entrepreneurs. Our team's approach is grounded in providing clear, strategic pathways to meet our clients' exit and key employee retention goals. With a strong understanding of the financial landscape, we excel in crafting solutions that resonate with our clients' unique needs.Prior to joining Blue Ocean, I honed my advisory skills as a business owner and at major US financial institutions, guiding wealth management strategies in a dynamic financial landscape. This experience bolstered my abilities in B2C and B2B relations and navigating the complexities of investment advisory products, ensuring that our clients at Blue Ocean benefit from a broadened perspective and a wealth of industry knowledge.

Michael Herron, Clu® Chfc®'s Current Company Details
Blue Ocean Companies, LLC

Blue Ocean Companies, Llc

View
Simplifying complexity for successful entrepreneurs and families
Michael Herron, Clu® Chfc® Work Experience Details
  • Blue Ocean Companies, Llc
    Managing Partner
    Blue Ocean Companies, Llc Aug 2024 - Present
    Bellevue, Washington, United States
    We simplify complexity and provide clarity. Blue Ocean was founded to provide an effective way for busy entrepreneurs to prioritize and execute on their succession, exit, key employee retention and estate planning goals.Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSA and LSF do not provide tax or legal advice. Blue Ocean Companies, LLC and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
    View
  • J.P. Morgan
    Managing Director, Head Of Insurance Us Wealth Management
    J.P. Morgan Jul 2023 - Aug 2024
    New York, United States
    View
  • First Republic Private Wealth Management
    Executive Vice President, Head Of Insurance
    First Republic Private Wealth Management Feb 2023 - Jun 2023
    Bellevue, Washington, United States
    View
  • First Republic Private Wealth Management
    Managing Director, Head Of Insurance
    First Republic Private Wealth Management 2015 - 2023
    San Francisco Bay Area
    View
  • Seattle Philanthropic Advisors Network
    Member
    Seattle Philanthropic Advisors Network 2013 - 2022
    Greater Seattle Area
  • Highland Capital Brokerage
    Managing Principal & Strategic Distribution
    Highland Capital Brokerage 2012 - 2015
    Seattle, Wa
    View
  • Marsh & Mclennan Companies
    Sr. Vp, National Sales Leader, Private Client
    Marsh & Mclennan Companies 2009 - 2012
    Los Angeles, Ca
    View
  • Crump Insurance
    Senior Regional Specialist
    Crump Insurance 2004 - 2009
    View
  • The Hartford
    Senior Account Executive
    The Hartford 1995 - 2004
    View

Michael Herron, Clu® Chfc® Skills

Insurance Life Insurance Retirement Planning Financial Planning Fixed Annuities Wealth Management Estate Planning Long Term Care Disability Insurance Strategic Financial Planning Mutual Funds Finance Risk Management Underwriting Financial Advisory Strategic Planning Long Term Care Insurance Business Planning Wealth Retirement High Net Worth Individuals Health Insurance Brokers Commercial Insurance Individual Life Asset Management Term Life Insurance 401k Series 63 Sales Property And Casualty Insurance Financial Risk Wealth Management Services Financial Planners Mergers And Acquisitions Strategic Partnerships Business Strategy Client Aquisition Strategic Thinking Marketing Strategy Series 6 Operating Budgets Operations Management Compliance Chartered Life Underwriter Chartered Financial Consultant

Michael Herron, Clu® Chfc® Education Details

Frequently Asked Questions about Michael Herron, Clu® Chfc®

What company does Michael Herron, Clu® Chfc® work for?

Michael Herron, Clu® Chfc® works for Blue Ocean Companies, Llc

What is Michael Herron, Clu® Chfc®'s role at the current company?

Michael Herron, Clu® Chfc®'s current role is Simplifying complexity for successful entrepreneurs and families.

What is Michael Herron, Clu® Chfc®'s email address?

Michael Herron, Clu® Chfc®'s email address is mh****@****lic.com

What is Michael Herron, Clu® Chfc®'s direct phone number?

Michael Herron, Clu® Chfc®'s direct phone number is +141529*****

What schools did Michael Herron, Clu® Chfc® attend?

Michael Herron, Clu® Chfc® attended The Wharton School, University Of Southern California.

What are some of Michael Herron, Clu® Chfc®'s interests?

Michael Herron, Clu® Chfc® has interest in Social Services, Children, Economic Empowerment.

What skills is Michael Herron, Clu® Chfc® known for?

Michael Herron, Clu® Chfc® has skills like Insurance, Life Insurance, Retirement Planning, Financial Planning, Fixed Annuities, Wealth Management, Estate Planning, Long Term Care, Disability Insurance, Strategic Financial Planning, Mutual Funds, Finance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.