Mike Shields, Cfp®

Mike Shields, Cfp® Email and Phone Number

Senior Director at WaterFront Advisors @ Waterfront Advisors
Mike Shields, Cfp®'s Location
Kansas City Metropolitan Area, United States
Mike Shields, Cfp®'s Contact Details

Mike Shields, Cfp® work email

Mike Shields, Cfp® personal email

n/a
About Mike Shields, Cfp®

Mike Shields, Cfp® is a Senior Director at WaterFront Advisors at Waterfront Advisors. He possess expertise in retirement planning, retirement, investments, finance, 401k and 11 more skills.

Mike Shields, Cfp®'s Current Company Details
Waterfront Advisors

Waterfront Advisors

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Senior Director at WaterFront Advisors
Mike Shields, Cfp® Work Experience Details
  • Waterfront Advisors
    Senior Director
    Waterfront Advisors May 2012 - Present
    Overland Park, Ks
    Oversee and coordinate the financial affairs for select families and business owners throughout the U.S. This includes retirement, wealth transfer strategies and college planning strategies customized to meet their individual goals, appetite for risk and time frames. Insurance may also be used to mitigate some of the associated investment risk.
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  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Dec 1999 - May 2012
    I help families understand what they see as their financial goals and what actions are necessary to help them pursue these goals. I also help families prepare themselves for unfortunate critical life events that can take place. I handle investments, 401k plans, life insurance, Long-Term Care insurance, college planning (529's), retirement planning and estate planning strategies.
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Mike Shields, Cfp® Skills

Retirement Planning Retirement Investments Finance 401k Life Insurance Insurance Small Business Financial Advisory Strategic Planning Mutual Funds Long Term Care Insurance Estate Investment Planning Liability Management Wealth Accumulation Strategies Loans

Mike Shields, Cfp® Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Business Management & Finance

Frequently Asked Questions about Mike Shields, Cfp®

What company does Mike Shields, Cfp® work for?

Mike Shields, Cfp® works for Waterfront Advisors

What is Mike Shields, Cfp®'s role at the current company?

Mike Shields, Cfp®'s current role is Senior Director at WaterFront Advisors.

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

Mike Shields, Cfp®'s email address is mi****@****ors.com

What schools did Mike Shields, Cfp® attend?

Mike Shields, Cfp® attended University Of Missouri-Columbia.

What are some of Mike Shields, Cfp®'s interests?

Mike Shields, Cfp® has interest in Boating, Motorcycle Riding, Investing, Football And Wrestling Fan, Animal Lover.

What skills is Mike Shields, Cfp® known for?

Mike Shields, Cfp® has skills like Retirement Planning, Retirement, Investments, Finance, 401k, Life Insurance, Insurance, Small Business, Financial Advisory, Strategic Planning, Mutual Funds, Long Term Care Insurance.

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