Michael Wegge
Financial CEO | Certified Financial Planner, CFP®,Chartered Life Analyst, CLU® | Board Member | Dad
- Role
- Wealth Manager at Osaic
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael Wegge
With over seven years at Independent Capital Management, our team delivers meaningful…
Experience
Wealth Manager
Jul 2019 — Present · Los Angeles, CA, US
Education
University of Southern California
Bachelor of Arts, Psychology and Spanish
1989 — 1993
University of California, Berkeley
Psychology
1987 — 1989
Polytechnic School
High School Diploma
1983 — 1987
Skills
- Insurance
- 401k
- Wealth Accumulation
- Financial Analysis
- Series 63
- Retirement
- Strategic Financial Planning
- Wealth
- Portfolio Management
- Asset Management
- Loans
- Financial Advisory
- Equities
- Wealth Management
- Mutual Funds
- Asset Allocation
- Business
- Risk Management
- Membership Director
- Employee Benefits
- Analysis
- Series 7
- Securities
- Estate Planning
- Fixed Annuities
- Investment Advisory
- Small Business
- Raising Awareness of Great Planning
- Disability Insurance
- Hedge Funds
- Alternative Investments
- Long-Term Care
- Private Equity
- Financial Planners
- Los Angeles Estate Planning Council
- Tax
- Life Insurance
- Finance
- Fixed Income
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.