Michael Mike Turgeon

About Michael Mike Turgeon

Throughout my years of experience with some of the world’s largest financial institutions, I understand that prioritizing a client’s interests is essential. That is why we have established a company that places the client relationship at the forefront, recognizing that trust is built and maintained through this commitment. As your partner, we will always focus on your goals. We aim to help you achieve financial stability and to serve as a valuable resource for you and future generations. We help individuals, families, and business owners with wealth management and comprehensive financial planning through a consultative process. Together, we establish specific financial goals while providing education, planning, and guidance throughout the journey.We are all about assisting you in achieving your financial objectives.

Experience

1. Chief Executive Officer Managing Partner

   Unity Financial Planning Group

   Feb 2025 — Present · Atlanta, GA, US

   We help individuals, families, and business owners with wealth management and comprehensive financial planning through a consultative process. Our approach involves several key steps: discovery, analysis, strategy development, implementation, and ongoing monitoring. Together, we establish specific financial goals while providing education, planning, and guidance throughout the journey.Throughout my years of experience with some of the world’s largest financial institutions, I understand that prioritizing a client’s interests is essential. That is why we have established a company that places the client relationship at the forefront, recognizing that trust is built and maintained through this commitment. As your partner, we will always focus on your goals. We aim to help you achieve financial stability and to serve as a valuable resource for you and future generations.

Education

• Jack Welch Management Institute

  Master of Business Administration - MBA, Executive Management

  2017 — 2020

• Exit Planning Institute

  Certified Exit Planning Advisor , Business Strategy and Planning

• The Wharton School

  Investment Management Program

• The Wharton School

  Marketing and Investment Management Program

  1997

• Harvard University

  Investment Decisions & Behavioral Finance

  2003

• Harvard University

  Investment Decisions & Behavioral Finance

• Keene State College

  Bachelor's Degree, Business Administration and Management, Minor in Marketing, Emphasis on Economics

• Callan College

  The Center for Investment Training

  1996

• The American College of Financial Services

  Charter Financial Consultant