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Mike Pulliam Email & Phone Number
Financial Planning Associate
at
Abound Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Associate
Location
Athens, Georgia, United States
Company size
Who is Mike Pulliam? Overview
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Quick answer
Mike Pulliam is listed as Financial Planning Associate at Abound Wealth Management, a company with 30 employees, based in Athens, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Mike Pulliam.
Mike Pulliam previously worked as Financial Planning Intern at Consolidated Planning, Inc.. Mike Pulliam holds Bachelor'S Degree, Financial Planning from The University Of Georgia.
Company email context
Email format at Abound Wealth Management
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Abound Wealth Management
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Profile bio
About Mike Pulliam
Hello! My name is Mike Pulliam. I am a senior at the University of Georgia, majoring in Financial Planning. With a strong academic background and a deep passion for the field, I’m eager to apply my recently earned Series 65 certification and financial planning knowledge to real-world situations. The UGA Financial Planning program is CFP-registered, allowing me to sit for the CFP exam in July, 2025—a goal I’m committed to achieving. I’m excited to contribute to a Registered Investment Advisor (RIA) firm anywhere in the United States, either in a paraplanner role or as an associate advisor, where I can continue growing my expertise and making a meaningful impact.
Current workplace
Mike Pulliam's current company
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Abound Wealth Management
2 roles
Mike Pulliam work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
- Created over twenty customized mock retirement plans by assessing clients’ current financial situations, future goals, and risk tolerance, utilizing the Living Balance Sheet software.
- Gained knowledge on utilizing specialized accounts (Traditional and Roth IRAs, 401(k)s, HSAs, and 529 plans) to minimize and spread-out tax burden.
- Utilized client-focused presentation tools such as Monte Carlo analysis, cash flow analysis, and fee and tax impact analysis to help clients visualize complex financial topics.
- Coordinated and facilitated six practice client meetings with willing parties, leveraging presentation software that fosters communication and working relationships with clients.
Jun 2024 - Jul 2024
1 education record
Mike Pulliam education
FAQ
Frequently asked questions about Mike Pulliam
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What company does Mike Pulliam work for?
Mike Pulliam works for Abound Wealth Management.
What is Mike Pulliam's role at Abound Wealth Management?
Mike Pulliam is listed as Financial Planning Associate at Abound Wealth Management.
Where is Mike Pulliam based?
Mike Pulliam is based in Athens, Georgia, United States while working with Abound Wealth Management.
What companies has Mike Pulliam worked for?
Mike Pulliam has worked for Abound Wealth Management and Consolidated Planning, Inc..
How can I contact Mike Pulliam?
You can use AeroLeads to view verified contact signals for Mike Pulliam at Abound Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mike Pulliam attend?
Mike Pulliam holds Bachelor'S Degree, Financial Planning from The University Of Georgia.
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