Michael Bartlow
- Role
- Financial Planning Advisor at Corebridge Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Michael Bartlow
Corebridge Financial (fomerly AIG Retirement Services) has served the retirement planning…
Experience
Financial Planning Advisor
Sep 2022 — Present
Corebridge Financial (fomerly AIG Retirement Services) has served the retirement planning needs of those who serve for more than 60 years. I take a personal approach to retirement/investment planning & provide tailored advice and financial planning for each client, based on their individual goals and circumstances. I help clients identify their specific investment style, analyze their needs, time horizon, risk tolerance, and then build a strategy aligned with their goals.
Skills
- Asset Allocation
- High Net Worth Individuals
- Financial Advisory
- Pensions
- Series 63
- Finance
- Alternative Investments
- Asset Management
- Mutual Funds
- Insurance Planning
- Estate Planning
- 529 Plans
- Investment Products
- Retirement Income Strategies
- Series 7
- Investment Advisory
- Retirement
- Comprehensive Wealth Management
- Wealth Management
- Series 66
- Wealth
- Fixed Income
- Asset Protection
- Options
- Long Term Care
- Personal Finance
- Retirement Planning
- Wealth Accumulation
- Portfolio Management
- Insurance
- Income Protection
- Investments
- Financial Planning
- Wealth Preservation Strategies
- Bonds
- Etfs
- Wealth Transfer
- 401k
- Term Life Insurance
- Tax
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.