Michael A Porrey
Financial Planner at MAP Wealth Management
- Role
- Financial Planner at Map Wealth Management at Map Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Michael A Porrey
Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner™ professional. Experience and a comprehensive approach to financial planning seeks to build multi-generational relationships with his clients. He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning. Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to pursue their unique financial needs and objectives. Understanding a client’s personal, professional, and financial goals are essential to Michael’s planning process. He is committed to an independent approach that provides a backdrop for objective decision making. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and MAP Wealth Management are separate entities from LPL Financial. Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with MAP Wealth Management and Private Advisor Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Specialties: The coordination of Investment Planning, Tax Planning, Estate Planning, and Insurance Planning
Experience
Financial Planner at Map Wealth Management
Dec 2018 — Present · Chicago, IL, US
Education
DePaul Driehaus College of Business
MBA
2002 — 2006
Illinois State University
B.S.
1995 — 1998
Skills
- Mutual Funds
- Investment Strategies
- Estate Planning
- Wealth Management
- Portfolio Management
- Retirement Planning
- Financial Planners
- Real Estate
- Strategic Financial Planning
- Investment Management
- Asset Managment
- Retirement
- Asset Allocation
- Investments
- Tax
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