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As an experienced financial planner, Mike enjoys helping people simplify their complicated financial life and create a road map to financial independence.  He is a fee-only fiduciary who provides unbiased and honest advice that is in your best interest.

Mike left a successful career in the banking industry for financial planning as he realized his true passion is helping others. He is firm believer to be successful in life you must do what you enjoy.

Mike lived in the Midwest and Northeast before relocating to the Triangle area.  He enjoys working with clients locally as well as nationally.

He is the co-host of the Financial Symmetry podcast, an active member of the National Association of Personal Financial Advisors (NAPFA)a GuideVine financial advisor, a NerdWallet website contributor, and has been quoted in various industry publications.

In addition, Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®and has the Chartered Retirement Planning Counselor designation (CRPC®). Mike received his Bachelor of Science in Finance from the University of Illinois and MBA from Kellogg School of Management at Northwestern University.

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GuideVine Website Badge - Founder's Club MemberPrior to joining Financial Symmetry he worked in the banking industry for American Capital in New York and GE Capital in Chicago. This valuable knowledge of the financial markets is instrumental in helping people succeed in meeting their own financial goals.

Mike and his wife, Kerri, have four children (Kaitlyn, Alyssa, Lauren and Tyler) and a golden retriever named Cody. They live in Cary and are actively involved in their community and local schools.

In his free time Mike enjoys spending time with his family, helping coach his kids’ sports teams, Y Guide events, landscaping, staying active (golf, hockey, triathlons and GoRuck) and a committed member of his church.

Below is a list of popular blog posts and podcasts from Mike.

  1. Are Financial Advisors Worth the Fee?
  2. Don’t Fail in Retirement
  3. What a Ski Vacation and Investing Have in Common
  4. Strategies to Maximize Your Child’s Financial Aid Eligibility
  5. High Earnings Can Still Get Into a Roth IRA
  6. Prince’s Estate Issues Underscore the Importance of a Will

Follow Mike on LinkedIn or view his recent blog posts here.

meklund@financialsymmetry.com
919-851-8200 ext. 208

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