AeroLeads people directory · profile
Michael C. Whitman, Mba, Cfp® Email & Phone Number
Owner and Financial Planner
at
Millennium Planning Group, LLC
1 work email found
@mpgplan.com
2 phones found area 919
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Financial Planner
Location
Pittsboro, North Carolina, United States
Company size
Who is Michael C. Whitman, Mba, Cfp®? Overview
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Quick answer
Michael C. Whitman, Mba, Cfp® is listed as Owner and Financial Planner at Millennium Planning Group, LLC, a company with 2 employees, based in Pittsboro, North Carolina, United States. AeroLeads shows a work email signal at mpgplan.com, phone signal with area code 919, and a matched LinkedIn profile for Michael C. Whitman, Mba, Cfp®.
Michael C. Whitman, Mba, Cfp® previously worked as Owner/Financial Planner at Millennium Planning Group, Llc and Treasurer at Sanford Area Habitat For Humanity. Michael C. Whitman, Mba, Cfp® holds Ba, Dramatic Art from University Of North Carolina At Chapel Hill.
Company email context
Email format at Millennium Planning Group, LLC
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*@mpgplan.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michael C. Whitman, Mba, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael C. Whitman, Mba, Cfp®
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.
Listed skills include Retirement Planning, Customer Service, Long Term Care, Insurance, and 32 others.
Current workplace
Michael C. Whitman, Mba, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Millennium Planning Group, Llc
15 roles · 23 years
Michael C. Whitman, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner/Financial Planner
CurrentI 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.
Sep 2022 - Present
Treasurer
Current
Sanford Area Habitat For Humanity
Jul 2021 - Present
Interim Treasurer
Current
Jul 2021 - Present
*Advisory Representative
Branch 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.
Feb 2014 - Sep 2022
Associate
The Carolinas Financial Network
As 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.
Feb 2014 - Mar 2022
Board Chair And Symposium Director
Jan 2020 - Dec 2020
President
Jan 2019 - Dec 2019
Nexgen Director
Jan 2017 - Dec 2018
Financial Planner
The Prudential Insurance Company Of America, Newark, Nj
I help my clients to manage the challenges of retirement and designed strategies to pursue the futures they envision.
Nov 2009 - Feb 2014
Co-Chair
Carolina Club Business Builders
Business networking in a social setting.
2010 - 2013
~3 yrs
Co-Owner
Jan 2008 - Oct 2009
Client Advisor
Performance Automall
2005 - 2007
~2 yrs
Entertainment Manager Intern
Sep 2004 - Jan 2005
Random
Playmaker'S Repertory Company
2003 - 2005
~2 yrs
4 education records
Michael C. Whitman, Mba, Cfp® education
Ba, Dramatic Art
University Of North Carolina At Chapel Hill
Mba, Business
University Of Phoenix
Education record
Lumberton High School
Education record
Burlington Township High School
FAQ
Frequently asked questions about Michael C. Whitman, Mba, Cfp®
Quick answers generated from the profile data available on this page.
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 Millennium Planning Group, LLC?
Michael C. Whitman, Mba, Cfp® is listed as Owner and Financial Planner at Millennium Planning Group, LLC.
What is Michael C. Whitman, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mpgplan.com for Michael C. Whitman, Mba, Cfp® at Millennium Planning Group, LLC.
What is Michael C. Whitman, Mba, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 919 for Michael C. Whitman, Mba, Cfp® at Millennium Planning Group, LLC.
Where is Michael C. Whitman, Mba, Cfp® based?
Michael C. Whitman, Mba, Cfp® is based in Pittsboro, North Carolina, United States while working with Millennium Planning Group, LLC.
What companies has Michael C. Whitman, Mba, Cfp® worked for?
Michael C. Whitman, Mba, Cfp® has worked for Millennium Planning Group, Llc, Sanford Area Habitat For Humanity, Main Street Pittsboro Inc, Lincoln Financial Securities (Broker-Dealer), and The Carolinas Financial Network.
How can I contact Michael C. Whitman, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Michael C. Whitman, Mba, Cfp® at Millennium Planning Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael C. Whitman, Mba, Cfp® attend?
Michael C. Whitman, Mba, Cfp® holds Ba, Dramatic Art from University Of North Carolina At Chapel Hill.
What skills is Michael C. Whitman, Mba, Cfp® known for?
Michael C. Whitman, Mba, Cfp® is listed with skills including Retirement Planning, Customer Service, Long Term Care, Insurance, Investments, Financial Analysis, Employee Benefits, and Financial Planning.
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