Michael Guthrie
Wealth Advisor at University Federal Credit Union through LPL Financial
- Role
- Wealth Advisor, Cuso Financial Services L P at UFCU
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Michael Guthrie
My core belief is that you must build trust through education and transparency. My…
Experience
Wealth Advisor, Cuso Financial Services L P
Mar 2004 — Present
Education
Texas State University
Bachelor of Business Administration (BBA), Finance
1997 — 2000
Skills
- Retirement Planning
- Strategic Financial Planning
- Investments
- Finance
- Financial Analysis
- Asset Allocation
- Banking
- Mutual Funds
- Wealth Management
- Wealth
- Financial Planning
- Financial Services
- Portfolio Management
- Certified Financial Planner
- Relationship Management
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