Michael C. Whitman, Mba, Cfp® Email and Phone Number
Michael C. Whitman, Mba, Cfp® work email
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Michael C. Whitman, Mba, Cfp® personal email
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Michael C. Whitman, Mba, Cfp® phone numbers
Michael has over a decade of financial services experience working with companies such as Prudential and Lincoln Financial. He enjoys working with both the young professional needing to understand their options, and the baby boomer needing to maximize income. Over the years, he’s observed a tremendous gap in knowledge between today’s retiring generation and the ones just now starting to save. People may not be able to rely on the strategies used by previous generations of Financial Planners.Michael has developed deep expertise in insurance solutions for clients with a variety of needs and objectives. He prides himself on sharing his knowledge with his clients - and doing so in a transparent, objective manner. Michael graduated from the University of North Carolina at Chapel Hill where he studied Dramatic Art and is a CERTIFIED FINANCIAL PLANNER™ professional.
Millennium Planning Group, Llc
View- Website:
- mpgplan.com
- Employees:
- 2
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Owner And Financial PlannerMillennium Planning Group, LlcPittsboro, Nc, Us
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Owner/Financial PlannerMillennium Planning Group, Llc Sep 2022 - PresentI enjoy working with both the young professional needing to understand their options, and the baby boomer needing to maximize income; What I’ve seen since starting in this business is a tremendous gap in knowledge between today’s retiring generation, and the ones just now starting to save. We may not be able to rely on the strategies used by previous generations. I’m part of this because I feel the way we give financial advice needs an update as we reach a more diverse market with constantly changing needs.Investment Advisory Services are offered through Millennium Planning Group LLC, a registered investment adviser. Insurance products and services are offered and sold through Michael Whitman independent agent with Millennium Insurance, LLC.
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TreasurerSanford Area Habitat For Humanity Jul 2021 - Present
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Interim TreasurerMain Street Pittsboro Inc Jul 2021 - Present -
*Advisory RepresentativeLincoln Financial Securities (Broker-Dealer) Feb 2014 - Sep 2022Philadelphia, Pennsylvania, UsBranch Office: 106 Millbrook Dr.Pittsboro, NC 27312michael@millenniumpg.com*Investments offered to residents of NC, VA, FL, NJ, CA, CO and Advisory Services offered to residents of NC through Lincoln Financial Securities Corporation, a broker-dealer, member SIPC, and registered investment advisor. Millennium Planning Group and The Carolinas Financial Network are not affiliates of Lincoln Financial Securities Corporation. LFS-3400157-011121 -
AssociateThe Carolinas Financial Network Feb 2014 - Mar 2022As a premier planning and marketing organization for financial services, we offer market driven product and process solutions, great value and exceptional service. TCFN provides seasoned management and staff to its network of producers.Our core business is supplying individuals and financial organizations with the resources they need to develop and grow more profitable businesses. We leverage our extensive expertise, industry relationships, cutting edge tools and outstanding support services to empower the sales efforts of our producers.
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Board Chair And Symposium DirectorFpa Of The Triangle Jan 2020 - Dec 2020 -
PresidentFpa Of The Triangle Jan 2019 - Dec 2019
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Nexgen DirectorFpa Of The Triangle Jan 2017 - Dec 2018
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Financial PlannerThe Prudential Insurance Company Of America, Newark, Nj Nov 2009 - Feb 2014I help my clients to manage the challenges of retirement and designed strategies to pursue the futures they envision.
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Co-ChairCarolina Club Business Builders 2010 - 2013Business networking in a social setting.
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Co-OwnerAussie Pet Mobile Jan 2008 - Oct 2009Aliso Viejo, California, Us -
Client AdvisorPerformance Automall 2005 - 2007
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Entertainment Manager InternWalt Disney World Sep 2004 - Jan 2005Lake Buena Vista, Florida, Us -
RandomPlaymaker'S Repertory Company 2003 - 2005
Michael C. Whitman, Mba, Cfp® Skills
Michael C. Whitman, Mba, Cfp® Education Details
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University Of North Carolina At Chapel HillDramatic Art -
University Of PhoenixBusiness
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Lumberton High School
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Burlington Township High School
Frequently Asked Questions about Michael C. Whitman, Mba, Cfp®
What company does Michael C. Whitman, Mba, Cfp® work for?
Michael C. Whitman, Mba, Cfp® works for Millennium Planning Group, Llc
What is Michael C. Whitman, Mba, Cfp®'s role at the current company?
Michael C. Whitman, Mba, Cfp®'s current role is Owner and Financial Planner.
What is Michael C. Whitman, Mba, Cfp®'s email address?
Michael C. Whitman, Mba, Cfp®'s email address is wh****@****ail.com
What is Michael C. Whitman, Mba, Cfp®'s direct phone number?
Michael C. Whitman, Mba, Cfp®'s direct phone number is +191926*****
What schools did Michael C. Whitman, Mba, Cfp® attend?
Michael C. Whitman, Mba, Cfp® attended University Of North Carolina At Chapel Hill, University Of Phoenix, Lumberton High School, Burlington Township High School.
What are some of Michael C. Whitman, Mba, Cfp®'s interests?
Michael C. Whitman, Mba, Cfp® has interest in Networking, New Technology, Unc, Management Training, Philadelphia Eagles, Movies, Video Games.
What skills is Michael C. Whitman, Mba, Cfp® known for?
Michael C. Whitman, Mba, Cfp® has skills like Retirement Planning, Customer Service, Long Term Care, Insurance, Investments, Financial Analysis, Employee Benefits, Financial Planning, Strategic Financial Planning, Long Term Care, Management, Fixed Annuities.
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