Michael Wienandt
Wealth Consultant at Safe Harbor Solutions
- Role
- Wealth Consultant at Safe Harbor Solutions
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Michael Wienandt
Placing our clients\' interests above all else is not just a slogan at Safe Harbor Solutions, it is our mission, and it guides us in everything we do. Everything in our firm is designed around providing the best wealth and retirement management solutions for our clients. At Safe Harbor Solutions, a client’s investment choices are not limited to what’s available through one firm, or one firm’s “best” solution. We can tap any number of different providers to present the best solution available in the marketplace. Additionally, because we are clients to \"The Street,\" we get the benefit of broad price competition. This results in a better outcome and added value for our clients. Providing our clients with professional advice, customized solutions and a unique client experience is our passion.Specialties: Asset management, Financial planning, Retirement planning, Income Generation, Insurance Review, Business development, Coaching, Networking, Community relations. Investment advisory services offered by duly registered individuals through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Reliant Capital Group are unaffiliated entities.
Experience
Wealth Consultant
Feb 2020 — Present · San Diego, CA, US
Education
University of California, Los Angeles
BA
1976 — 1981
UCLA
BA
1976 — 1981
Skills
- Investment Strategies
- Finance
- Investments
- Series 7
- 401k Rollovers
- Fixed Annuities
- Mutual Funds
- Ira Rollovers
- Savings
- Investment Advisory
- Bonds
- 401k
- Ethics
- Retirement Planning
- Pensions
- Small Business
- Asset Allocation
- Securities
- Financial Advisory
- Iras
- Wealth
- Retirement
- Ira's
- Roth Ira
- Strategic Financial Planning
- College Savings Plans
- Financial Planning
- Wealth Accumulation
- Series 63
- Rollovers
- Wealth Management
- Sep
- Annuities
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