Michael L Wilson
Retirement Planning Advisor
- Role
- Helping Clients Age 50 Maximize Retirement Readiness Certified Financial Planner at Integrity Financial Planning
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Michael L Wilson
At Integrity Financial Planning, our financial planners specialize in retirement saving…
Experience
Helping Clients Age 50 Maximize Retirement Readiness Certified Financial Planner
Jun 1998 — Present
Michael L. Wilson, MBA, CFP®, is the owner of Integrity Financial Planning located in Salt Lake City, UT. Integrity specializes in retirement saving, investment, rollover, IRA, 401k, 403b and retirement income planning. Prior to founding Integrity in 1998, Mike worked over two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. He has extensive experience in the mutual fund industry, having worked 10 years with Fidelity Investments and Invesco Mutual Funds. Mike has an MBA in Finance from Baylor University, and he is a Certified Financial Planner® and a Certified Retirement Counselor®. He serves as a technical reviewer for the Journal of Financial Planning.
Education
Baylor University - Hankamer School of Business
MBA, Finance
1984 — 1985
Baylor University
BA, English
1979 — 1983
Skills
- Etfs
- Wealth
- Asset Management
- 401k
- Money
- Portfolio Management
- Retirement Planning
- Non-Profits
- Equities
- Fixed Income
- Small Business
- Asset Allocation
- Mutual Funds
- Writing
- Pensions
- Series 7
- Investments
- Insurance
- Iras
- Financial Advisory
- Ira's
- Personal Finance
- Retirement
- Bonds
- Strategic Financial Planning
- Annuities
- Investment Strategies
- Alternative Investments
- Series 63
- Erisa
- Financial Services
- Fixed Annuities
- Securities
- Estate Planning
- Public Speaking
- Financial Education
- Insurance Planning
- Personal Financial Planning
- Annuity
- Investment Advisory
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