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Michael Wakeham Email & Phone Number
Financial Planner
at
Acorn Financial Services
1 work email found
@acorn-financial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Reston, Virginia, United States
Company size
Who is Michael Wakeham? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Wakeham is listed as Financial Planner at Acorn Financial Services, a company with 40 employees, based in Reston, Virginia, United States. AeroLeads shows a work email signal at acorn-financial.com and a matched LinkedIn profile for Michael Wakeham.
Michael Wakeham previously worked as Operations Associate at Acorn Financial Services and Relationship Manager at Eightfourtwo. Michael Wakeham holds Diploma For Financial Advisers, Financial Planning And Services from Libf.
Company email context
Email format at Acorn Financial Services
This section adds company-level context without repeating Michael Wakeham's masked contact details.
{first_initial}{last}@acorn-financial.com
89% confidence
AeroLeads found 1 current-domain work email signal for Michael Wakeham. Compare company email patterns before reaching out.
Profile bio
About Michael Wakeham
Client-focused leader with 13+ years of experience in wealth management, financial planning, and client relationship building. Proven track record driving client satisfaction, retention, and account growth. Strong communicator and collaborator who leads diverse teams to deliver quantifiable business value.
Current workplace
Michael Wakeham's current company
Company context helps verify the profile and gives searchers a useful next step.
Acorn Financial Services
7 roles
Michael Wakeham work experience
A career timeline built from the work history available for this profile.
Operations Associate
Relationship Manager
Jan 2023 - Mar 2024
Wealth Planning Executive
- Acted as the primary contact for clients ensuring that queries are dealt with promptly and accurately;
- Supported the Wealth Planning Manager in management of over 70 client accounts;
- Supervised the Wealth Planning Assistant and Administrators with the collation and reconciliation of client data;
- Oversaw the planning team in collating documentation relating to client engagement;
- Worked in a fast-paced environment ensuring tight individual and team deadlines were met while maintaining high standards;
- Reported project status to Wealth Planning Managers and chaired weekly meetings to update whole team;
Apr 2019 - Nov 2021
Wealth Planning Assistant
- Monitored account opening and asset transfers through to completion;
- Arranged meetings with clients and their advisers while preparing documents and obtaining up-to-date valuations;
- Gathered data on clients and potential clients;
- Prepared implementation and non-implementation paperwork;
- Carried out client-specific product research;
- Conducted client-specific product and service tendering.
Apr 2018 - Apr 2019
Client Care Associate
Became the right-hand man to the Managing Director. Assisting in the preperation of client meetings and writing suitability letters for new business.
Apr 2013 - Mar 2018
Financial Administrator
Administrative Assistant for a boutique financial planning firm advising high net worth clients.
Aug 2010 - Dec 2012
Team & coworkers
Colleagues at Acorn Financial Services
Other employees you can reach at acorn-financial.com. View company contacts for 40 employees →
VC
Valerie Cummins
Colleague at Acorn Financial Services
Washington DC-Baltimore Area, United States
View →
AB
Anna Burbage
Colleague at Acorn Financial Services
Livingston, New Jersey, United States, United States
View →
ML
Matthew Lasala, Cltc
Colleague at Acorn Financial Services
Livingston, New Jersey, United States, United States
View →
RW
Ron Whitley
Colleague at Acorn Financial Services
Springfield, Virginia, United States, United States
View →
DU
Don Unger
Colleague at Acorn Financial Services
Greater Richmond Region, United States
View →
CW
Chip Ware
Colleague at Acorn Financial Services
Harrisonburg, Virginia, United States, United States
View →
JS
Justin Souder
Colleague at Acorn Financial Services
Washington, District Of Columbia, United States, United States
View →
PH
Patty Hernandez
Colleague at Acorn Financial Services
Reston, Virginia, United States, United States
View →
JB
Jon Browning, Aif, Rfc, Cfs, Chfebc, Cltc
Colleague at Acorn Financial Services
Chantilly, Virginia, United States, United States
View →
AC
Andrea Corcega
Colleague at Acorn Financial Services
Herndon, Virginia, United States, United States
View →
Valerie Cummins
Colleague at Acorn Financial Services
Washington DC-Baltimore Area, United States
View →
AB
Anna Burbage
Colleague at Acorn Financial Services
Livingston, New Jersey, United States, United States
View →
ML
Matthew Lasala, Cltc
Colleague at Acorn Financial Services
Livingston, New Jersey, United States, United States
View →
RW
Ron Whitley
Colleague at Acorn Financial Services
Springfield, Virginia, United States, United States
View →
DU
Don Unger
Colleague at Acorn Financial Services
Greater Richmond Region, United States
View →
CW
Chip Ware
Colleague at Acorn Financial Services
Harrisonburg, Virginia, United States, United States
View →
JS
Justin Souder
Colleague at Acorn Financial Services
Washington, District Of Columbia, United States, United States
View →
PH
Patty Hernandez
Colleague at Acorn Financial Services
Reston, Virginia, United States, United States
View →
JB
Jon Browning, Aif, Rfc, Cfs, Chfebc, Cltc
Colleague at Acorn Financial Services
Chantilly, Virginia, United States, United States
View →
AC
Andrea Corcega
Colleague at Acorn Financial Services
Herndon, Virginia, United States, United States
View →
2 education records
Michael Wakeham education
Diploma For Financial Advisers, Financial Planning And Services
Education record
FAQ
Frequently asked questions about Michael Wakeham
Quick answers generated from the profile data available on this page.
What company does Michael Wakeham work for?
Michael Wakeham works for Acorn Financial Services.
What is Michael Wakeham's role at Acorn Financial Services?
Michael Wakeham is listed as Financial Planner at Acorn Financial Services.
What is Michael Wakeham's email address?
AeroLeads has found 1 work email signal at @acorn-financial.com for Michael Wakeham at Acorn Financial Services.
Where is Michael Wakeham based?
Michael Wakeham is based in Reston, Virginia, United States while working with Acorn Financial Services.
What companies has Michael Wakeham worked for?
Michael Wakeham has worked for Acorn Financial Services, Eightfourtwo, Bloomsbury Wealth, and Caroline Banks & Associates Limited.
Who are Michael Wakeham's colleagues at Acorn Financial Services?
Michael Wakeham's colleagues at Acorn Financial Services include Valerie Cummins, Anna Burbage, Matthew Lasala, Cltc, Ron Whitley, and Don Unger.
How can I contact Michael Wakeham?
You can use AeroLeads to view verified contact signals for Michael Wakeham at Acorn Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Michael Wakeham attend?
Michael Wakeham holds Diploma For Financial Advisers, Financial Planning And Services from Libf.
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