Michael Woods Cfp, Cdfa Email and Phone Number
Michael Woods Cfp, Cdfa work email
- Valid
Michael Woods Cfp, Cdfa personal email
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Mike began his career in 1994 in financial services. He graduated from SUNY Fredonia. Since graduating he has obtained his Certified Financial Planner (CFP) & Certified Divorce Financial Analyst (CDFA) designations.He provides total financial needs analysis through his network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. He has also focused his attention in developing CPA relationships, working in collaboration with their clients to help bring holistic and proactive advisory & strategic planning services through a team based approach. Disclosure: I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC., member SIPC. Supervisory address: 3550 Lenox Rd, Suite 1100 Atlanta, GA 30326 (404) 261-8900.Disclosure: I am licensed to sell insurance in: AL, AR, CA, DE, FL, GA, KY, MI, NJ, NY, NC, NY, OH, PA, SC, TN, TX & VA. AR Insurance License #402923. CA Insurance License #0J05412.I am licensed to sell securities in: AL, AR, CA, DE, FL, GA, KY, MI, NJ, NY, NC, NY, OH, PA, SC, TN, TX & VA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Approval number CRN201405-160789.
Capstone Financial, Llc
View- Website:
- capstonefinancialga.com
- Employees:
- 153
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Managing Director, Cfp CdfaCapstone Financial, Llc Dec 2005 - PresentAtlanta, GeorgiaI offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies
Michael Woods Cfp, Cdfa Skills
Michael Woods Cfp, Cdfa Education Details
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Financial Planning And Services -
Financial Planning -
Marketing/Marketing Management, General -
Sachem High SchoolHigh School
Frequently Asked Questions about Michael Woods Cfp, Cdfa
What company does Michael Woods Cfp, Cdfa work for?
Michael Woods Cfp, Cdfa works for Capstone Financial, Llc
What is Michael Woods Cfp, Cdfa's role at the current company?
Michael Woods Cfp, Cdfa's current role is Founding Partner at cRetirement Solutions.
What is Michael Woods Cfp, Cdfa's email address?
Michael Woods Cfp, Cdfa's email address is mm****@****hoo.com
What schools did Michael Woods Cfp, Cdfa attend?
Michael Woods Cfp, Cdfa attended Oglethorpe University, Oglethorpe University, State University Of New York At Fredonia, Sachem High School.
What are some of Michael Woods Cfp, Cdfa's interests?
Michael Woods Cfp, Cdfa has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Science And Technology, Health.
What skills is Michael Woods Cfp, Cdfa known for?
Michael Woods Cfp, Cdfa has skills like Retirement, Strategic Financial Planning, Finance, Iras, Long Term Care Insurance, Investments, Securities, Disability Insurance, Insurance, Portfolio Management, Retirement Planning, Financial Advisory.
Who are Michael Woods Cfp, Cdfa's colleagues?
Michael Woods Cfp, Cdfa's colleagues are Brent Noel, Trey Rhodes, Justin Carter, Jeffrey Block, Nolan Settles, Amy Self, Brandi Hudon.
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