Mike Speakman, Cfp®
AeroLeads people directory · profile

Mike Speakman, Cfp® Email & Phone Number

Financial Consultant at The Speakman Financial Group at The Speakman Financial Group
Location: Pittsburgh, Pennsylvania, United States 4 work roles 2 schools
1 work email found @speakmanfinancial.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@speakmanfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Speakman Financial Group
Role
Financial Consultant at The Speakman Financial Group
Location
Pittsburgh, Pennsylvania, United States

Who is Mike Speakman, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mike Speakman, Cfp® is listed as Financial Consultant at The Speakman Financial Group at The Speakman Financial Group, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at speakmanfinancial.com and a matched LinkedIn profile for Mike Speakman, Cfp®.

Mike Speakman, Cfp® previously worked as Financial Consultant at The Speakman Financial Group and Financial Advisor at Vanguard. Mike Speakman, Cfp® holds Bs, Finance from Penn State University.

Company email context

Email format at The Speakman Financial Group

This section adds company-level context without repeating Mike Speakman, Cfp®'s masked contact details.

*@speakmanfinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Mike Speakman, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Mike Speakman, Cfp®

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.

Listed skills include Excel, Public Speaking, Customer Relations, Powerpoint, and 14 others.

Current workplace

Mike Speakman, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

The Speakman Financial Group
The Speakman Financial Group
Financial Consultant at The Speakman Financial Group
AeroLeads page
Company profile
View company profile Email format
4 roles

Mike Speakman, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Consultant

Current
The Speakman Financial Group

Pittsburgh, Pa, Us

In 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.

Jul 2017 - Present

Financial Advisor

Vanguard

Valley 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

Mar 2015 - Jun 2017

Flagship Assigned Representative

Vanguard

Valley 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

Jun 2013 - Feb 2015

Flagship Client Service Specialist

Vanguard

Valley 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

Jun 2012 - May 2013
2 education records

Mike Speakman, Cfp® education

Bs, Finance

Penn State University

Education record

West Allegheny Senior High School
FAQ

Frequently asked questions about Mike Speakman, Cfp®

Quick answers generated from the profile data available on this page.

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 Speakman Financial Group?

Mike Speakman, Cfp® is listed as Financial Consultant at The Speakman Financial Group at The Speakman Financial Group.

What is Mike Speakman, Cfp®'s email address?

AeroLeads has found 1 work email signal at @speakmanfinancial.com for Mike Speakman, Cfp® at The Speakman Financial Group.

Where is Mike Speakman, Cfp® based?

Mike Speakman, Cfp® is based in Pittsburgh, Pennsylvania, United States while working with The Speakman Financial Group.

What companies has Mike Speakman, Cfp® worked for?

Mike Speakman, Cfp® has worked for The Speakman Financial Group and Vanguard.

How can I contact Mike Speakman, Cfp®?

You can use AeroLeads to view verified contact signals for Mike Speakman, Cfp® at The Speakman Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Mike Speakman, Cfp® attend?

Mike Speakman, Cfp® holds Bs, Finance from Penn State University.

What skills is Mike Speakman, Cfp® known for?

Mike Speakman, Cfp® is listed with skills including Excel, Public Speaking, Customer Relations, Powerpoint, Research, Social Networking, Microsoft Office, and Microsoft Word.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.