Michael Wapner Email & Phone Number

Mike’s purpose for his work as an independent financial advisor is for his clients to be Comfortable with their current financial situation and Confident in their plan for the future. Mike believes having a Financial Plan to guide people’s decision-making around major goals, such as educating their children and having the kind of retirement they want, as well as to inform proper investment strategies, is key to long-term success.Many people have Environmental or Social Justice issues they’re passionate about. Mike shows them how they can align their investments with their values as part of a comprehensive Financial Plan. Mike has a strong personal commitment to these types of issues. For example, he earned the LEED Accredited Professional designation from the US Green Building Council and is a member of his city’s Sustainability Commission.Mike is excited to be part of the BlueLake team where he can apply his education and broad personal experience to help people define and work toward their goals. Mike believes in developing strong relationships that are based on the highest levels of transparency and trust. The client, and all the various aspects of the client's life, are really the center of his attention. He also feels financial literacy is very important and appreciates having the opportunity to increase people’s understanding of their financial options, especially for younger generations.Mike has worked for organizations as diverse as Motorola, where he marketed wireless data and digital cellular networks, and a small energy efficiency nonprofit, where he was Director of Finance. Mike was also General Manager of a family business that he inherited and later sold.Mike earned his BS in Operations Research and Industrial Engineering from Cornell University and his MBA from Northwestern University’s Kellogg School of Management. Mike has also earned the Certificate in Financial Planning from DePaul University, which satisfies the education requirement for the CERTIFIED FINANCIAL PLANNER™ certification.Mike holds the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) securities licenses.Watch the 90 second “Your Goals” video linked below to see what Mike can do for you.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BlueLake Wealth Advisors is not affiliated with Kestra IS or Kestra AS.

Listed skills include Energy Efficiency, Program Management, Strategic Planning, Product Management, and 38 others.