Michal Slate, Cfp®, Mba, Med

Michal Slate, Cfp®, Mba, Med Email and Phone Number

Founding President at Lighthouse Financial Planners & Advisors LLC @ Ramsey Solutions, a Dave Ramsey Company
Medford, OR, US
Michal Slate, Cfp®, Mba, Med's Location
Medford, Oregon, United States, United States
Michal Slate, Cfp®, Mba, Med's Contact Details

Michal Slate, Cfp®, Mba, Med work email

Michal Slate, Cfp®, Mba, Med personal email

n/a
About Michal Slate, Cfp®, Mba, Med

I love helping my clients achieve their financial dreams. 🥰Michal is an Experienced Certified Financial Planner professional with a demonstrated history of working in the financial services industry. Skilled in Insurance, Investment Management, Leadership, Curriculum Development, and Training. Strong finance professional with a Master of Business Administration - MBA focused in Business Administration/ Leadership from Colorado Christian University. Master of Education in Curriculum Design from Western Governors University. Passionate in helping educate individuals in household & business financial management.😁Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Lighthouse Financial Planners & Advisors LLC is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Posts on this site may not reflect the views or opinions of NEXT. www.lighthousefpa.com

Michal Slate, Cfp®, Mba, Med's Current Company Details
Ramsey Solutions, a Dave Ramsey Company

Ramsey Solutions, A Dave Ramsey Company

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Founding President at Lighthouse Financial Planners & Advisors LLC
Medford, OR, US
Website:
shorturl.at/bcQZ5
Employees:
1451
Michal Slate, Cfp®, Mba, Med Work Experience Details
  • Ramsey Solutions, A Dave Ramsey Company
    Ramsey Solutions, A Dave Ramsey Company
    Medford, Or, Us
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Michal Slate, Cfp®, Mba, Med Skills

Leadership Banking Lines Of Credit Accounting Fixed Annuities Retirement Income Strategies Insurance Retirement Planning Financial Planning Loan Origination Nonprofit Management Investments Mortgage Lending Finance Investment Advisory Financial Services Commercial Banking Financial Guidance Mutual Funds 403 B High Net Worth Individuals Investment Strategies New Business Development Credit Training Consumer Lending Business Process Improvement Project Management Credit Analysis Private Banking Retail Banking Small Business Lending Loans Commercial Lending 401 Retirement Savings Plans Investment Management Curriculum Development

Michal Slate, Cfp®, Mba, Med Education Details

Frequently Asked Questions about Michal Slate, Cfp®, Mba, Med

What company does Michal Slate, Cfp®, Mba, Med work for?

Michal Slate, Cfp®, Mba, Med works for Ramsey Solutions, A Dave Ramsey Company

What is Michal Slate, Cfp®, Mba, Med's role at the current company?

Michal Slate, Cfp®, Mba, Med's current role is Founding President at Lighthouse Financial Planners & Advisors LLC.

What is Michal Slate, Cfp®, Mba, Med's email address?

Michal Slate, Cfp®, Mba, Med's email address is ms****@****fcu.org

What is Michal Slate, Cfp®, Mba, Med's direct phone number?

Michal Slate, Cfp®, Mba, Med's direct phone number is +154149*****

What schools did Michal Slate, Cfp®, Mba, Med attend?

Michal Slate, Cfp®, Mba, Med attended Colorado Christian University, Western Governors University, Regent University.

What skills is Michal Slate, Cfp®, Mba, Med known for?

Michal Slate, Cfp®, Mba, Med has skills like Leadership, Banking, Lines Of Credit, Accounting, Fixed Annuities, Retirement Income Strategies, Insurance, Retirement Planning, Financial Planning, Loan Origination, Nonprofit Management, Investments.

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