Michael Sievert Cfp Email & Phone Number

Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial planning experience. He is the President and Founder of Exclusive Advisors. Mike has lived in Jacksonville, FL for over 53 years. He has been married to his wife Kim for 26 years and they have two boys, Alan (21) a senior at FSU, and Eric (23). Mike is a graduate of The Bolles School (’85) and received his Bachelor of Science from the College of Business at Jacksonville University (’90). His clientele is comprised of high to ultra-high-net worth individuals, professionals and owners of closely held companies. He has been published in numerous financial articles in both the Journal of the Duval County Medical Society: Jacksonville Medicine and the Journal of the Florida Medical Association. He has also been quoted numerous times in the Jacksonville Business Journal and the business section of the Florida Times Union. In addition to providing traditional wealth and risk management, Mike specializes in providing accredited investors unique access to income producing private equity, private debt, private preferred, private energy, private real estate, and unique private tax benefit programs for additional diversification.

Listed skills include Business Strategy, Leadership, New Business Development, Financial Analysis, and 2 others.

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  President

  Exclusive Advisors Llc

  May 1992 - Present - Jacksonville, Florida Area