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Mike Milligan, Cfp® Email & Phone Number
Founder
at
1.oak Financial
1 work email found
@vcb.financial
1 phone found area 844
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Mike Milligan, Cfp®? Overview
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Quick answer
Mike Milligan, Cfp® is listed as Founder at 1.oak Financial, based in Norfolk, Virginia, United States. AeroLeads shows a work email signal at vcb.financial, phone signal with area code 844, and a matched LinkedIn profile for Mike Milligan, Cfp®.
Mike Milligan, Cfp® previously worked as Adjunct Instructor at Old Dominion University and Director, Client Strategy at Jb Growth Partners. Mike Milligan, Cfp® holds Master Of Business Administration (Mba), Trust Management from Campbell University.
Company email context
Email format at 1.oak Financial
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*@vcb.financial
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AeroLeads found 1 current-domain work email signal for Mike Milligan, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mike Milligan, Cfp®
You are One of a Kind; You deserve a One of a Kind Financial Plan™️.With decades of experience as a Certified Financial Planner®️ and an Adjunct Instructor at Old Dominion University, my mission is to demystify financial planning for clients and students alike. At Ideas By Mike™️, LLC, I specialize in creating comprehensive strategies that address the multifaceted needs of our clients, from daily budgeting to long-term savings and risk management. See, we make complex financial planning by breaking your needs into five easy to understand plans: 1. A Tax Plan, 2. Your Personal Retirement Income Plan, 3. Your Investment Plan, 4. A Long Term Care and Health Care Plan and 5. Your family’s Legacy Plan.Our team is dedicated to transforming complex financial concepts into actionable plans. Through my role at ODU, I contribute to shaping the next generation of financial professionals, equipping them with the knowledge to pass the CFP®️ Exam and make a lasting impact in the field. My approach intertwines practical advice with real-life experience, ensuring that every decision supports our clients' ambition to live life well.With Ideas by Mike™️, our team of professionals simply your plan; and we are there to execute “A One of a Kind Financial Plan for Your One of a Kind Life”. I am an educator at heart; from teaching at the highest levels of career learners who want to change people’s lives through planning to using social media, webinars, podcasts and individual meetings to equip individuals to break free of the average life most financial firms want you to have. They want you to let them manage your money to reward their shareholders, board of directors and the IRS by growing your money to generate higher fees and more taxes versus planning for more take home money for your family over your life and to the next generation by lowering fees and retiring your tax debt.Let’s get started!
Listed skills include Public Speaking, Mutual Funds, Investments, Strategic Financial Planning, and 25 others.
Current workplace
Mike Milligan, Cfp®'s current company
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6 roles
Mike Milligan, Cfp® work experience
A career timeline built from the work history available for this profile.
Adjunct Instructor
CurrentI have accepted a role with the School of Business and Executive Education to help career learners and aspiring Financial Planners by leading courses in Foundations of Financial Planning, Retirement Plans and Income Planning and the Capstone Course. The coursework satisfies the educational requirement for sitting for the CFP Exam. We are looking to making.
Jan 2024 - Present
Director, Client Strategy
CurrentRetirement planning is tough; educating first is our target at JB Growth Partners. We educate agents and help them create forecasted plans to help their conservative clients retire with more.
Mar 2021 - Present
Certified Financial Planner
CurrentI believe there are five key areas we all need to plan for: 1. How to pay our daily bills while putting some aside in savings, 2. Home Purchases; which one, when do I trade up or down and how to maximize the value in this home, 3. Planned Savings for Long-Term needs, Emergencies and those things that we all know will wear out one day (Replacement Savings).
May 2002 - Present
Wealth Management Positions At Regional Banks
Various Banks
I was the primary relationship manager for all my clients’ financial needs. Also completed BB&T’s Management Development Program.
Jun 1999 - Jun 2023
Head Baseball Coach And College Athletics Advisor
I oversee the operation of Norfolk Christian High School’s baseball program including the varsity baseball team. Since taking over as head coach, I’ve ensured that the program emphasizes developing players’ fundamental athletic skills while prioritizing a “team first” attitude in all aspects of the game.Eighteen of our players have gone on to play baseball.
Aug 2007 - Jun 2018
2 education records
Mike Milligan, Cfp® education
Master Of Business Administration (Mba), Trust Management
Campbell University
Bachelor’S In Business Administration (Bba), Trust Management, Estate Planning, Minor Certificate In Financial Planning, Minor In U.S. History
Campbell University
FAQ
Frequently asked questions about Mike Milligan, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mike Milligan, Cfp® work for?
Mike Milligan, Cfp® works for 1.oak Financial.
What is Mike Milligan, Cfp®'s role at 1.oak Financial?
Mike Milligan, Cfp® is listed as Founder at 1.oak Financial.
What is Mike Milligan, Cfp®'s email address?
AeroLeads has found 1 work email signal at @vcb.financial for Mike Milligan, Cfp® at 1.oak Financial.
What is Mike Milligan, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 844 for Mike Milligan, Cfp® at 1.oak Financial.
Where is Mike Milligan, Cfp® based?
Mike Milligan, Cfp® is based in Norfolk, Virginia, United States while working with 1.oak Financial.
What companies has Mike Milligan, Cfp® worked for?
Mike Milligan, Cfp® has worked for 1.Oak Financial, Old Dominion University, Jb Growth Partners, Ideas By Mike, Llc, and Various Banks.
How can I contact Mike Milligan, Cfp®?
You can use AeroLeads to view verified contact signals for Mike Milligan, Cfp® at 1.oak Financial, including work email, phone, and LinkedIn data when available.
What schools did Mike Milligan, Cfp® attend?
Mike Milligan, Cfp® holds Master Of Business Administration (Mba), Trust Management from Campbell University.
What skills is Mike Milligan, Cfp® known for?
Mike Milligan, Cfp® is listed with skills including Public Speaking, Mutual Funds, Investments, Strategic Financial Planning, Investment Advisory, Personal Finance, Financial Planning, and Disability Insurance.
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