Mike Turi

Experience

1. Founding Partner & Lead Financial Planner

   Upbeat Wealth

   Jun 2021 — Present · New Orleans, LA, US

   Fee-Only Financial Planning firm based in New Orleans and working virtually with households all over the United States. While the milestones may not be unique, how you approach them will be. Just yesterday, you graduated and began your career. Now, the stakes are higher. Your household doubled. Then, it doubled again.You’re starting a business, facing a liquidity event, changing jobs, and upsizing your home.A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow.Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.As someone who is passionate about my local community, it is my honor to serve those who are the bedrock of what makes our neighborhoods so special - our innovators, creators, and go-getters who bring us together and push us forward. My goal is to provide them with financial guidance, confidence, and resources so that they can focus on the things that excite and drive them.

Education

• Morristown High School

  High School

  2003 — 2007

• Tulane University - A.B. Freeman School of Business

  Bachelor of Science in Management (BSM), Legal Studies in Business

  2007 — 2011