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Michael Treft, Cfp® Email & Phone Number
Wealth Advisor
at
ClearPoint Wealth Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Mason, Ohio, United States
Company size
Who is Michael Treft, Cfp®? Overview
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Quick answer
Michael Treft, Cfp® is listed as Wealth Advisor at ClearPoint Wealth Advisors, a company with 2 employees, based in Mason, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Michael Treft, Cfp®.
Michael Treft, Cfp® previously worked as Financial Planner at Clearpoint Wealth Advisors and Business Development / Participant Adviser at Strategic Capital Advisers. Michael Treft, Cfp® holds Bachelor Of Business Administration (Bba), Finance And Insurance Risk Management from University Of Cincinnati Carl H. Lindner College Of Business.
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Email format at ClearPoint Wealth Advisors
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ClearPoint Wealth Advisors
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Profile bio
About Michael Treft, Cfp®
At ClearPoint Wealth Advisors, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual investors we serve.As an independent Registered Advisory firm, we answer to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put clients' interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right thing for those we serve.Please visit our website at www.cpwealthadvisors.com to learn more.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Listed skills include Microsoft Excel and Microsoft Access.
Current workplace
Michael Treft, Cfp®'s current company
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Clearpoint Wealth Advisors
6 roles
Michael Treft, Cfp® work experience
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Financial Planner
CurrentMichael Treft joined CPWA in May of 2020 upon graduating from the University of Cincinnati. Prior to joining the team full-time, Michael served as an intern in Dave Treft’s office while completing his Bachelor’s degree in Finance and Insurance Risk Management with a concentration in Financial Planning. As a Wealth Advisor at CPWA, he works directly with.
Nov 2020 - Present
Business Development / Participant Adviser
Current
Strategic Capital Advisers
We are an experienced group of advisors, focused on delivering retirement plans, benefit solutions, custom portfolios and institutional investment services. Our target clients include Private Businesses, Private Equity, HR/Payroll, PEO, C-Suite Executives, Foundations and Non-Profit Organizations.
Jul 2022 - Present
Financial Advisor
Jul 2020 - Nov 2020
Client Service Specialist
Sep 2019 - Jul 2020
Financial Division Co-Op
- Investment Accounting
- Performed Investment Accounting activities for 5 subsidiaries with combined book values over 100 million dollars
- Chosen to help complete several Accounting related projects throughout the semester
- Acquired the responsibility of training new full-time Co-Op, while still completing my own work
- Completed various ad hoc projects assigned by supervisor in an accurate and timely fashionCorporate Accounting
- Responsible for compiling information and preparing the 14 subsidiary companies’ income summaries
Dec 2016 - May 2019
1 education record
Michael Treft, Cfp® education
-
University Of Cincinnati Carl H. Lindner College Of Business
FAQ
Frequently asked questions about Michael Treft, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Treft, Cfp® work for?
Michael Treft, Cfp® works for ClearPoint Wealth Advisors.
What is Michael Treft, Cfp®'s role at ClearPoint Wealth Advisors?
Michael Treft, Cfp® is listed as Wealth Advisor at ClearPoint Wealth Advisors.
Where is Michael Treft, Cfp® based?
Michael Treft, Cfp® is based in Mason, Ohio, United States while working with ClearPoint Wealth Advisors.
What companies has Michael Treft, Cfp® worked for?
Michael Treft, Cfp® has worked for Clearpoint Wealth Advisors, Strategic Capital Advisers, Souders Financial Group, and Great American Insurance Group.
How can I contact Michael Treft, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Treft, Cfp® at ClearPoint Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael Treft, Cfp® attend?
Michael Treft, Cfp® holds Bachelor Of Business Administration (Bba), Finance And Insurance Risk Management from University Of Cincinnati Carl H. Lindner College Of Business.
What skills is Michael Treft, Cfp® known for?
Michael Treft, Cfp® is listed with skills including Microsoft Excel and Microsoft Access.
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