President
Powell Wealth Planning
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Mike Powell, Cfp® Email & Phone Number
President
at
Powell Wealth Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
President
Location
Pleasanton, California, United States
Who is Mike Powell, Cfp®? Overview
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Quick answer
Mike Powell, Cfp® is listed as President at Powell Wealth Planning, based in Pleasanton, California, United States. AeroLeads shows a matched LinkedIn profile for Mike Powell, Cfp®.
Mike Powell, Cfp® previously worked as Financial Advisor at Ameriprise Financial Services, Llc and Financial Advisor at Lpl Financial. Mike Powell, Cfp® holds B.A. Economics from University Of California, Santa Barbara.
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Powell Wealth Planning
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Profile bio
About Mike Powell, Cfp®
Email: mike.powell@ampf.com // 510.283.1969Powell Wealth Planning, A financial advisory practice of Ameriprise Financial Services, LLCWhen you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Areas of Focus:Investment ManagementRetirement Planning StrategiesTax Planning StrategiesPersonal Interests:When I'm not serving my clients I spend my free time with my wife Danielle, and our young son, Cameron. I enjoy traveling, playing tennis, skiing, scuba diving, wine tasting in the Napa Valley, and cheering on my favorite Bay Area sports teams.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Current workplace
Mike Powell, Cfp®'s current company
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6 roles · 17 years
Mike Powell, Cfp® work experience
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Financial Advisor
Current*One-to-one financial advice*We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.*Personalized recommendations*We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.*Regular meetings*We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.*Anytime access*At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
2021 - Present
~5 yrs 6 mos
President
Current
Powell Wealth Planning
2017 - Present
~9 yrs 6 mos
Financial Advisor
Oct 2017 - 2019
Financial Advisor
Jun 2013 - Oct 2017
Financial Advisor
2010 - 2013
~3 yrs
1 education record
Mike Powell, Cfp® education
FAQ
Frequently asked questions about Mike Powell, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mike Powell, Cfp® work for?
Mike Powell, Cfp® works for Powell Wealth Planning.
What is Mike Powell, Cfp®'s role at Powell Wealth Planning?
Mike Powell, Cfp® is listed as President at Powell Wealth Planning.
Where is Mike Powell, Cfp® based?
Mike Powell, Cfp® is based in Pleasanton, California, United States while working with Powell Wealth Planning.
What companies has Mike Powell, Cfp® worked for?
Mike Powell, Cfp® has worked for Powell Wealth Planning, Ameriprise Financial Services, Llc, Lpl Financial, National Planning Corporation (Npc), and Liberty Group Llc.
How can I contact Mike Powell, Cfp®?
You can use AeroLeads to view verified contact signals for Mike Powell, Cfp® at Powell Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Mike Powell, Cfp® attend?
Mike Powell, Cfp® holds B.A. Economics from University Of California, Santa Barbara.
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