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@wfadvisors.com
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Mike Shields, Cfp® is listed as Senior Director at Waterfront Advisors, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wfadvisors.com and a matched LinkedIn profile for Mike Shields, Cfp®.
Mike Shields, Cfp® previously worked as Financial Advisor at Wells Fargo Advisors. Mike Shields, Cfp® holds Bachelors, Business Management & Finance from University Of Missouri-Columbia.
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AeroLeads found 1 current-domain work email signal for Mike Shields, Cfp®. Compare company email patterns before reaching out.
Mike Shields, Cfp® is a Senior Director at Waterfront Advisors. He possess expertise in retirement planning, retirement, investments, finance, 401k and 11 more skills.
Listed skills include Retirement Planning, Retirement, Investments, Finance, and 12 others.
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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.
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.
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Mike Shields, Cfp® works for Waterfront Advisors.
Mike Shields, Cfp® is listed as Senior Director at Waterfront Advisors.
AeroLeads has found 1 work email signal at @wfadvisors.com for Mike Shields, Cfp® at Waterfront Advisors.
Mike Shields, Cfp® is based in Kansas City Metropolitan Area, United States, United States while working with Waterfront Advisors.
Mike Shields, Cfp® has worked for Waterfront Advisors and Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for Mike Shields, Cfp® at Waterfront Advisors, including work email, phone, and LinkedIn data when available.
Mike Shields, Cfp® holds Bachelors, Business Management & Finance from University Of Missouri-Columbia.
Mike Shields, Cfp® is listed with skills including Retirement Planning, Retirement, Investments, Finance, 401K, Life Insurance, Insurance, and Small Business.
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