Principal And Founder
Current
Apr 2018 - Present
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Mike Troxell Email & Phone Number
Financial Planner & CPA to the Tech Community
at
Modern Financial Planning
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner & CPA to the Tech Community
Location
San Francisco Bay Area, United States
Who is Mike Troxell? Overview
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Quick answer
Mike Troxell is listed as Financial Planner & CPA to the Tech Community at Modern Financial Planning, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Mike Troxell.
Mike Troxell previously worked as Principal and Founder at Modern Financial Planning and Senior Wealth & Tax Associate at Wetherby Asset Management. Mike Troxell holds Bachelor Of Science from Northeastern University.
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Modern Financial Planning
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Profile bio
About Mike Troxell
Mike Troxell is a Financial Planner & CPA to the Tech Community at Modern Financial Planning.
Current workplace
Mike Troxell's current company
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10 roles
Mike Troxell work experience
A career timeline built from the work history available for this profile.
Senior Wealth & Tax Associate
Wetherby Asset Management
Oct 2015 - Mar 2018
Certified Public Accountant
Mar 2013 - Sep 2015
Program Director & Men'S Head Coach - Lightweight Rowing
Aug 2012 - Aug 2014
Program Manager
Jan 2011 - Mar 2013
Operations Lead
Rexel Holdings Usa, Corp. - Gexpro Services
Jul 2011 - Feb 2013
Distribution & Services Leadership Program
Aug 2010 - Aug 2012
Sourcing Analyst
Rexel Holdings Usa, Corp. - Gexpro Services
Aug 2010 - Jan 2011
Junior Analyst
Jun 2008 - Dec 2008
Service Representative
Jul 2007 - Dec 2007
1 education record
Mike Troxell education
FAQ
Frequently asked questions about Mike Troxell
Quick answers generated from the profile data available on this page.
What company does Mike Troxell work for?
Mike Troxell works for Modern Financial Planning.
What is Mike Troxell's role at Modern Financial Planning?
Mike Troxell is listed as Financial Planner & CPA to the Tech Community at Modern Financial Planning.
Where is Mike Troxell based?
Mike Troxell is based in San Francisco Bay Area, United States while working with Modern Financial Planning.
What companies has Mike Troxell worked for?
Mike Troxell has worked for Modern Financial Planning, Wetherby Asset Management, Bregante + Company Llp, Uc Berkeley, and Rexel Holdings Usa, Corp. - Gexpro Services.
How can I contact Mike Troxell?
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What schools did Mike Troxell attend?
Mike Troxell holds Bachelor Of Science from Northeastern University.
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