Michael Zugan

Michael Zugan Email and Phone Number

Investment Adviser Representative @ CLF Asset Management
Madison, WI, US
Michael Zugan's Location
Greater Madison Area, United States
Michael Zugan's Contact Details

Michael Zugan personal email

n/a
About Michael Zugan

When I started saving money for my first car in high school, I realized how difficult it was to prioritize one thing over another. I had never had a solid income and I didn’t even know how to budget my money. This changed when I enrolled in a personal finance course, which to my surprise was not a required course at my high school. I realized how much I didn’t know about money and how many other students didn’t either, given the small class size. Through my high school senior project, I was able to highlight student concerns about personal finance and bring them to light in front of my school district board. It was this initial experience that encouraged me to pursue a career in the financial services industry.In college, I decided to major in finance and take supplemental financial planning classes to best fit my career goals. Over the four years of taking these classes, I worked at multiple internships to apply what I learned and get real-world experience. Throughout the course of my studies and experiences, I shared as much as I could with my friends on how to budget, invest, start building credit, and even taxes. I loved breaking down larger concepts into smaller, understandable pieces and helping them take control of their finances. I saw how much of a difference a little bit of guidance could make in people’s lives and knew I wanted to become a financial advisor.I currently work as a financial advisor at CLF Asset Management, a financial planner in Madison, WI, and am pursuing my Certified Financial Planner certification. If you need a financial advisor or have any questions about what I do, please feel free to reach out. You can reach me at 888-505-3956.

Michael Zugan's Current Company Details
CLF Asset Management

Clf Asset Management

View
Investment Adviser Representative
Madison, WI, US
Website:
clfasset.com
Employees:
7
Michael Zugan Work Experience Details
  • Clf Asset Management
    Investment Adviser Representative
    Clf Asset Management
    Madison, Wi, Us
  • Wealth Enhancement Group
    Financial Planning Intern
    Wealth Enhancement Group Oct 2022 - Apr 2023
    Madison, Wisconsin, United States
    -Develop and update financial plans and reviews using MoneyGuidePro, Orion, Salesforce, Morningstar, Schwab Advisor Services, and Microsoft Office-Assist in the management of clients by providing advisors with tax basis calculations, (un)realized gain/loss reports, retirement and pension investment allocations, and client note summariesDisclosuresa) Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.b) Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.c) For a list of states in which licensed to do business, please visit http://www.wealthenhancement.com.
  • Clf Asset Management
    Financial Planning Intern
    Clf Asset Management Jun 2022 - Aug 2022
    Madison, Wisconsin, United States
    -Engage in client meetings to review portfolios and onboard clients-Build and update portfolios to create financial plans by utilizing Orion, Morningstar, Redtail, DocuSign, Anypia, Outreach, and Microsoft Office -Design and implement an excel-based Monte Carlo simulation to an internal financial planning excel sheet to improve the financial planning process for client meetings
  • Third Coast Advisors
    Financial Planning Intern
    Third Coast Advisors Jun 2020 - Aug 2020
    Madison, Wisconsin, United States
    -Search and develop vertical markets customized to my lifestyle and enterprise-Learn financial planning services through The Guardian Life Insurance’s Living Balance Sheet-Develop communication skills through training in prospecting new clients and client servicing
  • Financial Planning Association (Fpa)
    Financial Planning Extern
    Financial Planning Association (Fpa) Jun 2020 - Aug 2020
    -Analyze client statements and build financial deliverables based on client goals through eMoney -Utilize TD Ameritrade’s Education Center for professional development, Morningstar’s advisor workstation to build investment portfolios, and eMoney to become eMoney certified

Michael Zugan Education Details

Frequently Asked Questions about Michael Zugan

What company does Michael Zugan work for?

Michael Zugan works for Clf Asset Management

What is Michael Zugan's role at the current company?

Michael Zugan's current role is Investment Adviser Representative.

What is Michael Zugan's email address?

Michael Zugan's email address is mz****@****ent.com

What schools did Michael Zugan attend?

Michael Zugan attended University Of Wisconsin-Madison.

Who are Michael Zugan's colleagues?

Michael Zugan's colleagues are Jacob Soener, Cfp®, Michael Vaubel, Cfp®, Camden Schmidt.

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