Michael J. Egan Cfp® Cima® Email & Phone Number

Naples, Florida, United States

At FTIS, Mike’s role is to help Financial Professionals and their clients understand the benefits of First Trust’s Custom Option Solutions team.

Naples, Fl

Mr. Egan was Founder and President of Gyroscope Capital Management Group (“Gyroscope Capital”). He served in several roles, including: Chairman of the Investment Committee (responsible for actively overseeing the creation and direction of the firm's portfolio strategies) and National Sales Manager (responsible for developing and servicing client referral channels, including TAMPS, Broker Dealers and RIAs). Mike spends most of his time educating Financial Advisors about Gyroscope Capital… Show more Mr. Egan was Founder and President of Gyroscope Capital Management Group (“Gyroscope Capital”). He served in several roles, including: Chairman of the Investment Committee (responsible for actively overseeing the creation and direction of the firm's portfolio strategies) and National Sales Manager (responsible for developing and servicing client referral channels, including TAMPS, Broker Dealers and RIAs). Mike spends most of his time educating Financial Advisors about Gyroscope Capital portfolios and answering investor questions. Gyroscope Capital provided investment portfolio management via partnerships with other advisory firms. By acting as sub-advisor, Gyroscope Capital became an integral piece of the client’s overall portfolio. The advisor remains the client’s main point of contact. Show less

Naples, Fl

Myths, misconceptions, and misinformation perpetuated by politicians, the media and other self-interested parties can have a devastating effect on your retirement portfolio. After all, if you're working with the wrong information, how can you make the right investing decisions?Mike Egan, a financial advisor for both individuals and corporations, has worked on Wall Street for more than 20 years. He handles millions of dollars at a time. He knows how it all works - and he's here to… Show more Myths, misconceptions, and misinformation perpetuated by politicians, the media and other self-interested parties can have a devastating effect on your retirement portfolio. After all, if you're working with the wrong information, how can you make the right investing decisions?Mike Egan, a financial advisor for both individuals and corporations, has worked on Wall Street for more than 20 years. He handles millions of dollars at a time. He knows how it all works - and he's here to tell you that a lot of what you hear just isn't true.In Your Stronger Financial Future, Egan busts the most powerful myths that are affecting your retirement plans and provides simple but highly effective strategies you can use to start turning your portfolio around today. Show less

Naples, Florida

Mr. Egan has principal responsibility for the management of the Single Stock Risk Management Group. He is a Certified Investment Management Analyst™ (CIMA®) and is a member of the Investment Management Consultants Association (IMCA), as well as a Certified Financial Planner™ (CFP®) and a member of the Financial Planning Association. An equity risk management specialist, Mr. Egan advises private clients and Financial Advisors in designing appropriate wealth preservation strategies, such… Show more Mr. Egan has principal responsibility for the management of the Single Stock Risk Management Group. He is a Certified Investment Management Analyst™ (CIMA®) and is a member of the Investment Management Consultants Association (IMCA), as well as a Certified Financial Planner™ (CFP®) and a member of the Financial Planning Association. An equity risk management specialist, Mr. Egan advises private clients and Financial Advisors in designing appropriate wealth preservation strategies, such as hedging and diversification, and structures and executes these transactions. Show less

Naples, Florida Area

Greater New York City Area

Greater New York City Area

Master Of Business Administration (M.B.A.)

Master Of Arts (M.A.), Economics

Thesis on Phillips Curve

Education record

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Men's Varsity Tennis. Honor Council. Dean's List. Omicron Delta Epsilon Honor Society.