Mike Woitkoski Personal Cfo

Mike Woitkoski Personal Cfo Email and Phone Number

Personal CFO / Managing Partner / Financial Advisor / Wealth Manager / Financial Planner at The Wealth Consulting Group @ The Wealth Consulting Group
Mike Woitkoski Personal Cfo's Location
San Diego, California, United States, United States
Mike Woitkoski Personal Cfo's Contact Details

Mike Woitkoski Personal Cfo work email

Mike Woitkoski Personal Cfo personal email

n/a

Mike Woitkoski Personal Cfo phone numbers

About Mike Woitkoski Personal Cfo

Not all executives are living "the life". In fact, most would say they are trapped in a category called the "Working Rich"...What is the Working Rich?This category of executives and c-suites find themselves working grueling hours to make the most they possibly can.But with all of that time spent working, they allow life to slip through their fingers. -They watch their children grow up through social media-They miss out on opportunities to pursue their passions-They simply lack financial controlWhat good is working your tail off if you don't have full autonomy over when and how you can retire?That money you work for should be working just as hard as you...maybe even harder.And you could try to make that money work on your own by setting up a trading account, monitor the market, set up some trade options...oh wait, you don't have time for that! You're too busy working your high-paying job already.You're stuck in a financial conflict; It's time to delegate.My valued Personal CFO FORMula™ seeks to enable time-strapped, high-earning professionals break free of their current financial paradox – working excessive hours to make money, but not having the time to spend with their families. And not having a plan to know when, and if, they are going to be able to achieve their Preferred Work-Optional Lifestyle.This FORMula focuses on creating freedom in the key aspects of your life:👨‍👩‍👦‍👦 Family🏢 Occupation ⛳️ Recreation💰 MoneyHow it works: We use strategic Lifestyle-Driven Investment tactics - including our proprietary High Impact Portfolios - to develop your personal wealth plan. Additionally, we coordinate with your CPAs & Attorneys so your strategies are congruent and seamless.Essentially, we become your Personal CFO.We fully expect to develop a roadmap that will help you seek to grow your money to the point where you can break the binds of your current financial paradox and achieve financial autonomy.And start "cashing in" on the time you have now created.Ready to get started? Leave me a note or grab time on my calendar in the Featured Section below

Mike Woitkoski Personal Cfo's Current Company Details
The Wealth Consulting Group

The Wealth Consulting Group

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Personal CFO / Managing Partner / Financial Advisor / Wealth Manager / Financial Planner at The Wealth Consulting Group
Mike Woitkoski Personal Cfo Work Experience Details
  • The Wealth Consulting Group
    Managing Partner & Personal Cfo
    The Wealth Consulting Group Dec 2014 - Present
    Las Vegas, Nevada, Us
    I co-founded the Wealth Consulting Group San Diego as a boutique financial planning firm that offers individuals, families, and companies a comprehensive wealth management and risk management experience, emphasizing confidentiality, transparency, and concierge level service. We act in a capacity as our client's Personal CFOs, teaming with our alliance partners to provide objective advice, a coordinated approach, and personalized strategies to help our clients pursue their unique financial and investment needs. Michael Woitkoski is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • New England Financial/Strategic Wealth Associates
    Managing Associate/Financial Planner
    New England Financial/Strategic Wealth Associates Jun 1998 - Nov 2014
    Boston, Ma, Us
    Shortly after beginning my career in the financial services field, I joined New England Financial. After 4 years of growing my practice, I stepped into a managerial position, running the San Diego branch, while simultaneously working with my clients. In this role, my main responsibilities were to grow the firm by assisting the existing advisors in growing their practices, while bringing new advisors onto the team.
  • Berkshire Life Insurance Co
    Reg Rep
    Berkshire Life Insurance Co 1996 - 1997

Mike Woitkoski Personal Cfo Skills

Wealth Management Financial Planning Investment Advice Financial Services Financial Advice Securities Mutual Funds Retirement Planning Disability Insurance Long Term Care Insurance Social Security Planning Estate Planning Legacy Planning Charitable Planning Stocks Bonds Exchange Traded Funds Annuities Reits Bdcs 529 Plans Investments Life Insurance Health Insurance Employee Benefits Executive Benefits Corporate Benefits Executive Compensation Planning Budgeting Finance Management Insurance Retirement Wealth Risk Management Asset Management Leadership Customer Service 401 Retirement Savings Plans Personalized Wealth Management Financial Planning For Women College Savings Stock Option Planning Sd Cers Pension Analysis Cal Pers Pension Analysis Reciprocal Pension Planning Pension Reciprocity Analysis Socially Responsive Investing Sustainable Investing Strategies

Mike Woitkoski Personal Cfo Education Details

  • Trinity College-Hartford
    Trinity College-Hartford
    Law

Frequently Asked Questions about Mike Woitkoski Personal Cfo

What company does Mike Woitkoski Personal Cfo work for?

Mike Woitkoski Personal Cfo works for The Wealth Consulting Group

What is Mike Woitkoski Personal Cfo's role at the current company?

Mike Woitkoski Personal Cfo's current role is Personal CFO / Managing Partner / Financial Advisor / Wealth Manager / Financial Planner at The Wealth Consulting Group.

What is Mike Woitkoski Personal Cfo's email address?

Mike Woitkoski Personal Cfo's email address is mw****@****nef.com

What is Mike Woitkoski Personal Cfo's direct phone number?

Mike Woitkoski Personal Cfo's direct phone number is (702) 263*****

What schools did Mike Woitkoski Personal Cfo attend?

Mike Woitkoski Personal Cfo attended Trinity College-Hartford.

What are some of Mike Woitkoski Personal Cfo's interests?

Mike Woitkoski Personal Cfo has interest in Football, Boston Bruins, Boston Celtics, Exercise, Animals, Reading, Sports, Watching Basketball, Golf, Food.

What skills is Mike Woitkoski Personal Cfo known for?

Mike Woitkoski Personal Cfo has skills like Wealth Management, Financial Planning, Investment Advice, Financial Services, Financial Advice, Securities, Mutual Funds, Retirement Planning, Disability Insurance, Long Term Care Insurance, Social Security Planning, Estate Planning.

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