Michael Bochnovich

Wealth Management Advisor + Leader | Empowering Physicians + Retirees

Role
Wealth Management Advisor Empowering Physicians Executives at Northwestern Mutual
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Bochnovich

To achieve financial security, there are two halves to consider: protect and grow. Instead of focusing on insurance or investments alone, we bring them together into one whole picture to help you live life differently.In 2007 I was attracted to Northwestern Mutual because of the management team, culture of the office, and the potential to impact the lives of the clients I would work with. Today, not only do I get to make an impact in the lives of my clients, I have also been given the opportunity to grow a team of like-minded individuals to be successful financial advisors. I work diligently to mentor new advisors as they build their businesses. Balancing both of my roles I am able to help more people than I ever imagined. When you think about the financial goals you\'ve set for yourself and your family, what takes priority? For some, the number one objective is to get out of debt. Others may be focused on saving for retirement or funding a child\'s or grandchild\'s education. But in reality, most people try to juggle multiple financial priorities at the same time. Often, it\'s a challenge.I can help you reach one or many of your current financial planning goals. As your circumstances and priorities change over time, I will help to ensure that you stay on track to meet them, no matter which ones take priority.A few things you should know about me: When I’m not in the office I enjoy cooking, traveling the country, snow skinning, and Golfing. My favorite thing to do on the weekends is spending time with my girls, Working out, BBQ, and enjoying a glass of Bourbon. During the fall you can find me watching college football cheering on my Buckeyes! I am a wealth management advisor and I have obtained my CFP, CLU, & ChFC, & RICP designations. I believe in being active in my community and I sit on the board of FSP Cincinnati, and am active with The American Heart Association. My team is growing and I am seeking exceptional individuals to join me on this amazing journey!

Experience

  1. Wealth Management Advisor Empowering Physicians Executives

    Northwestern Mutual

    Jun 2007 — Present · Cincinnati, OH, US

    Every event in life brings with it unique opportunities. I feel it’s imperative to be financially prepared to take advantage of them. Financial planning gives you the confidence to meet life\'s milestones head on. And along the way, you\'ll have the knowledge and insight to make financial decisions that are right for you and your loved ones. Today. Tomorrow. Throughout life.My favorite aspect of my role is meeting new people and helping them achieve their goals. My clients expect world class service from me and I go above and beyond to make sure they receive that and so much more. My team and I apply time-tested strategies, provide expert advice and make recommendations based on your priorities. Over time as your circumstances and priorities change, we\'ll work with you to revise your plan so you can meet each of life\'s challenges head on, and celebrate your accomplishments along the way.Let’s Connect. m••••••••@nm.com 51••••••97 Team: Nick Plummer CFP® | Associate Wealth Management Advisor Liz Girbert CFP® | Associate Wealth Management Advisor Caitlin Plummer | Associate Financial Representative My team and I will work with you to:1. Identify your goals. First, we\'ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.2. Develop your personalized plan. We\'ll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.3. Implement your strategies. We\'ll bring your financial plan to life with proven products and quality solutions.4. Review your plan. Throughout life, even small changes can impact your financial plan. We\'ll help you adjust your plan as needed to stay on track.

Education

  • The Ohio State University

    Bachelor of Science - BS, Hospitality Management

    2003 — 2007

Skills

  • Sales
  • Sales Management
  • Marketing
  • Leadership
  • Customer Service
  • Cold Calling

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Michael Bochnovich — Wealth Management Advisor Empowering Physicians Executives at Northwestern Mutual in Cincinnati, OH, US | Unifers