Mike Chibidakis
CFP® professional, Wealth Manager. Helping Clients Make Smart Decisions About Money, Baseball Purist and Weekend Golf Enthusiast. 818-334-5127.
- Role
- Wealth Manager at Raymond James
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Mike Chibidakis
I have been collaborating with individuals and small businesses since 1996 and…
Experience
Wealth Manager
Oct 2013 — Present · Las Vegas, NV, US
We believe our clients can benefit from our company structure. We are an independent practice, not held ‘captive’ by proprietary products and/or traditional investment strategies. As independent advisors, we sit on the same side of the table with our clients. Our incentive is to keep our clients’ costs low while investing their assets. As advisors, we have a fiduciary responsibility to act in the best interest of you, the client, through the entire financial planning engagement-OFFICE:10845 Griffith Peak Dr.#200Las Vegas, NV 89••••••19 Nordhoff St. Suite 6CNorthridge, CA 91326Direct (81••••••27
Education
San Diego State University
Business Management
1979 — 1981
UCLA
CFP Credentials
2001 — 2003
Skills
- Investment Management
- Retirement Planning
- Investment Strategies
- Wealth Management Services
- 401k
- 401k Rollovers
- Asset Allocation
- Asset Management
- Mutual Funds
- Investment Advisory
- Etfs
- Wealth Management
- Fixed Annuities
- Portfolio Management
- Alternative Investments
- Asset Managment
- Retirement
- Securities
- Finance
- Estate Planning
- Strategic Financial Planning
- Series 7
- Iras
- Investments
- Series 63
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