Mike Speakman, Cfp® Email and Phone Number
Mike Speakman, Cfp® work email
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Mike Speakman, Cfp® personal email
The Speakman Financial Group is an investment services firm focused on assisting couples who would like to effectively manage their finances together, as well as single men and women who may be going through a life transition such as divorce, widowhood, or retirement. Our team of advisors have more than 50 collective years of experience as financial professionals. We are focused on helping men and women throughout the country plan for their goals and reach their financial independence. Areas of Focus: Comprehensive Financial Planning, Retirement Planning, Divorce, Widowhood & Retirement, Portfolio Management. Visit our website for more information: www.speakmanfinancial.comSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRAand SIPC, please refer to 'Contact Info' section above. Third party posts foundon this profile do not reflect the views of LPL Financial and have not been reviewed by LPLFinancial 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.
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Financial ConsultantThe Speakman Financial Group Jul 2017 - PresentPittsburgh, Pa, UsIn July 2017, Michael joined the family owned financial planning practice, The Speakman Financial Group. Michael brings a wealth of knowledge and skill to the thriving team of advisors and staff. As a team, the focus continues to revolve around helping clients pursue their financial goals!As a millennial, Michael embraces the advantages that technology has brought to the world of financial planning. After spending more than 5 years with mutual fund giant, Vanguard, he has experienced the profound impact that computers and the internet can have on a client's investment experience. As a Certified Financial Planner, Michael involves clients in a thorough financial planning experience. He is a firm believer in focusing on the details to uncover valuable opportunities. He focuses on Retirement Planning, Estate Planning, Income Planning and Insurance Needs. Michael recently moved back home to Pittsburgh, PA, with his wife, Megan. They are avid Pittsburgh sports fans and are active members in our local community.
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Financial AdvisorVanguard Mar 2015 - Jun 2017Valley Forge, Pa, Us-Engaged prospective and existing clients in the financial planning process-Trained and developed talented advisors for Vanguard Advice-Managed a base of over 200 families providing in-depth financial advice and relationship management -
Flagship Assigned RepresentativeVanguard Jun 2013 - Feb 2015Valley Forge, Pa, Us-Responsible for managing a $1.2 billion dollar book of business, consisting of roughly 2,500 High Net Worth investors whose assets exceed $1 million in Vanguard products-Engaging shareholders in in-depth investment discussions regarding Vanguard products and outside investment vehicles-Mentoring colleagues on Book of Business Management and Investment Acumen-Shaping the departmental processes for onboarding new Shareholders and Crew members
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Flagship Client Service SpecialistVanguard Jun 2012 - May 2013Valley Forge, Pa, Us-Obtained Series 7 & 63 Certifications-Utilized effective time mangement skills by balancing professional development and servicing high inbound phone volumes-Fostered relationships with Flagship Representatives to provide a seamless investment experience for our high net-worth investors
Mike Speakman, Cfp® Skills
Mike Speakman, Cfp® Education Details
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Penn State UniversityFinance -
West Allegheny Senior High School
Frequently Asked Questions about Mike Speakman, Cfp®
What company does Mike Speakman, Cfp® work for?
Mike Speakman, Cfp® works for The Speakman Financial Group
What is Mike Speakman, Cfp®'s role at the current company?
Mike Speakman, Cfp®'s current role is Financial Consultant at The Speakman Financial Group.
What is Mike Speakman, Cfp®'s email address?
Mike Speakman, Cfp®'s email address is mp****@****psu.edu
What schools did Mike Speakman, Cfp® attend?
Mike Speakman, Cfp® attended Penn State University, West Allegheny Senior High School.
What skills is Mike Speakman, Cfp® known for?
Mike Speakman, Cfp® has skills like Excel, Public Speaking, Customer Relations, Powerpoint, Research, Social Networking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Data Analysis.
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