Mike Mclain, Ricp®Aif® Email & Phone Number
@leapwealth.com
4 phones found area 512 and 214
LinkedIn matched
Who is Mike Mclain, Ricp®Aif®? Overview
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Mike Mclain, Ricp®Aif® is listed as Owner at AutoShield, based in Austin, Texas, United States. AeroLeads shows a work email signal at leapwealth.com, phone signal with area code 512, 214, and a matched LinkedIn profile for Mike Mclain, Ricp®Aif®.
Mike Mclain, Ricp®Aif® previously worked as Sr Wealth Advisor, Dir of Institutional Services at Leap Wealth Management and Senior Financial Advisor | Director - Institutional Programs at Leafhouse Financial Advisors, Llc.. Mike Mclain, Ricp®Aif® holds Accredited Investment Fiduciary, Aif® from Broadridge.
Email format at AutoShield
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AeroLeads found 2 current-domain work email signals for Mike Mclain, Ricp®Aif®. Compare company email patterns before reaching out.
About Mike Mclain, Ricp®Aif®
Financial professional with 30 years of experience in organizational/people development and leadership in the business environment. I also have extensive experience in multiple industries including retail, personal financial planning, business finance, human resources, business start-ups, wealth planning, and preservation, as well as serving as a fiduciary for individual clients and retirement plans.My goals are to help my clients be more financially successful and help business and retirement plan clients be ERISA compliant, control costs, and plan for the future as well.Specialties: Investment Planning and Investment Management, Comprehensive financial planning, Estate Planning, Insurance Analysis, Lifetime Income Planning, Lead Advisor for high net worth clients, ERISA Fiduciary for Retirement plans including 401(k), 403(b) 457, Defined Benefit, ESOP, DOL 408(b)(2) and 404(a)(5) compliance,
Listed skills include Strategic Financial Planning, Retirement Planning, Investments, Financial Advisory, and 46 others.
Mike Mclain, Ricp®Aif®'s current company
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Mike Mclain, Ricp®Aif® work experience
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Sr Wealth Advisor, Dir Of Institutional Services
CurrentI have been helping manage wealth and investments by guiding clients towards their financial goals as well as pass wealth to next generation for more than 29 years. This is done this through many avenues as each client family is different, therefore the strategies and opportunities are different and sometimes very unique.The institutional arena has become confusing and at times over-complicated. I help institutional and corporate clients wade through the quagmire of service offerings to determine what meets their needs in a manner that is easily understandable and generally lower costs. I also work with them to install systems and processes which can be maintained over time without excess work.
Owner
CurrentAutoShield provides custom installation and oversee the installation of paint protection films, headlight protection, carbon fiber and matte finishes for higher end cars, trucks, RV's and motorcycles. It is designed to protect the leading edge of your vehicle from damage caused by rocks, gravel, salt or insects through the application of a thin and virtually invisible urethane paint protection film.
Senior Financial Advisor | Director - Institutional Programs
My role is to help my individual clients achieve their goals and dreams by implementing comprehensive financial plans based on trusted, and knowledgeable advice which is free of any conflicts of interest. I work with my clients to develop, implement and maintain a strategy that works for their specific situation. For institutional clients, I serve as a fiduciary to the plan and help with vendor selection, plan design, investment selection and monitoring, oversee the providers roles and services, maintain reasonable costs for the exclusive benefit of the plan participants and their beneficiaries.
Owner
Consulted with individuals and small business start-ups on many levels, from writing business plans to developing benefit programs for employees, etc.
Director Of Business Alliances
Sales leader responsible for new client acquisition growth through workplace education programs. Led the strategic development and tactical implementation of workplace financial planning and client acquisition programs with field leadership teams and sales force of over 400.
National Sales Manager
Led the design of a financial education program used by field leaders and advisors to execute with small and large companies by providing financial education services to the employees.
Financial Advisor/Training Manager
Provided financial planning and asset management to individual clients, trained new advisors on the art and science of financial planning and building a practice.
Mike Mclain, Ricp®Aif® education
Accredited Investment Fiduciary, Aif®
Retirement Income Certified Professional, Retirement Income
Finance, Business, Finance, Marketing, Accounting
Bachelor Of Science, Finance
European Business
Business Administration, Management And Operations
Cfp Program
Frequently asked questions about Mike Mclain, Ricp®Aif®
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What company does Mike Mclain, Ricp®Aif® work for?
Mike Mclain, Ricp®Aif® works for AutoShield.
What is Mike Mclain, Ricp®Aif®'s role at AutoShield?
Mike Mclain, Ricp®Aif® is listed as Owner at AutoShield.
What is Mike Mclain, Ricp®Aif®'s email address?
AeroLeads has found 2 work email signals at @leapwealth.com for Mike Mclain, Ricp®Aif® at AutoShield.
What is Mike Mclain, Ricp®Aif®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 512, 214 for Mike Mclain, Ricp®Aif® at AutoShield.
Where is Mike Mclain, Ricp®Aif® based?
Mike Mclain, Ricp®Aif® is based in Austin, Texas, United States while working with AutoShield.
What companies has Mike Mclain, Ricp®Aif® worked for?
Mike Mclain, Ricp®Aif® has worked for Autoshield, Leap Wealth Management, Leafhouse Financial Advisors, Llc., Maverick Management, and Ameriprise Financial, Inc.
How can I contact Mike Mclain, Ricp®Aif®?
You can use AeroLeads to view verified contact signals for Mike Mclain, Ricp®Aif® at AutoShield, including work email, phone, and LinkedIn data when available.
What schools did Mike Mclain, Ricp®Aif® attend?
Mike Mclain, Ricp®Aif® holds Accredited Investment Fiduciary, Aif® from Broadridge.
What skills is Mike Mclain, Ricp®Aif® known for?
Mike Mclain, Ricp®Aif® is listed with skills including Strategic Financial Planning, Retirement Planning, Investments, Financial Advisory, Financial Planning, Financial Services, Wealth Management, and Estate Planning.
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