Michael Rodenbaugh, Cfa®, Cfp®, Cpa Email and Phone Number
Michael Rodenbaugh, Cfa®, Cfp®, Cpa work email
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Michael Rodenbaugh, Cfa®, Cfp®, Cpa personal email
Michael Rodenbaugh, Cfa®, Cfp®, Cpa phone numbers
Mike founded Boardwalk Financial Strategies to help families achieve their financial goals. His personal approach and depth of knowledge in investments as well as tax and estate planning formed the basis for his integrated approach to wealth management.Prior to founding Boardwalk Financial Strategies, Mike provided financial and investment guidance to high net worth individuals and families as a Senior Consultant at Altair Advisers LLC, a wealth advisory firm; and through the Private Client Advisors group of Deloitte & Touche, a multi‐national accounting firm. He started his career as an accountant with Deloitte where he performed and directed financial statement audits of public and private entities.Mike serves on the on the investments and grants committee of the ProHealth Care Foundation board, and as a board member and past president of the Milwaukee Estate Planning Forum, an association of the area’s top legal, financial, and tax professionals. He has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development and review of examination questions for the CFP® Certification Examination. Mike is also a member of the CFA Society of Milwaukee, the Waukesha Estate Planning Council, the National Association of Personal Financial Advisors, and the American Institute of Certified Public Accountants.He graduated from the University of Illinois with honors in Accountancy, and is proud to have successfully passed over 40 hours of testing to earn the CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), Chartered Financial Analyst® charterholder (CFA®) and a Certified Public Accountant (CPA) designations – all in his first attempt.Mike and his wife Heidi, along with their three children, reside in the Lake Country area.Specialties: Mike is a Chartered Financial Analyst®, (CFA®), charterholder, a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™ certificant.
Boardwalk Financial Strategies Llc
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- boardwalk-fs.com
- Employees:
- 5
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FounderBoardwalk Financial Strategies Llc Sep 2012 - PresentThrough Boardwalk Financial Strategies, I deliver comprehensive financial planning services and institutional quality investment strategies with a highly personal touch. Backed by the depth of knowledge gained from years of experience working with wealthy individuals and the pursuit of highly regarded financial certifications, the firm stands ready to make a positive impact on your life. I would welcome the opportunity to work with you in building a plan to reach your financial goals.
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Senior ConsultantAltair Advisers Llc Jan 2007 - Oct 2012I consult with Altair's high net worth clients on investment and asset allocation decisions and monitor client portfolios using the firm's comprehensive performance reporting system. As part of this process, I leverage my background in investments, broad financial planning principles, and taxation and tap into the vast intellectual capital available at Altair. -
ConsultantDeloitte & Touche Sep 2000 - Jan 2007I worked from September 2000 through January 2004 in the Assurance & Advisory Services Practice, then transferred to the Private Client Advisors practice, where I spent my time consulting high net worth individuals and families on financial planning, investments, and tax matters until January 2007.
Michael Rodenbaugh, Cfa®, Cfp®, Cpa Skills
Michael Rodenbaugh, Cfa®, Cfp®, Cpa Education Details
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Accountancy -
Sandwich High School, Cape Cod, Ma
Frequently Asked Questions about Michael Rodenbaugh, Cfa®, Cfp®, Cpa
What company does Michael Rodenbaugh, Cfa®, Cfp®, Cpa work for?
Michael Rodenbaugh, Cfa®, Cfp®, Cpa works for Boardwalk Financial Strategies Llc
What is Michael Rodenbaugh, Cfa®, Cfp®, Cpa's role at the current company?
Michael Rodenbaugh, Cfa®, Cfp®, Cpa's current role is Founder at Boardwalk Financial Strategies LLC.
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What schools did Michael Rodenbaugh, Cfa®, Cfp®, Cpa attend?
Michael Rodenbaugh, Cfa®, Cfp®, Cpa attended University Of Illinois Urbana-Champaign, Sandwich High School, Cape Cod, Ma.
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