Michael D. Segalo
Private Wealth Manager at Creative Planning LLC
- Role
- Private Wealth Manager at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Manager
Apr 2021 — Present
Education
University of Missouri-Columbia
Bachelor of Science (B.S.), Personal Financial Planning
2001 — 2005
Skills
- Personal Financial Planning
- Series 63
- Securities
- Portfolio Management
- Wealth Management
- Personal Finance
- Financial Services
- Retirement
- Finance
- High Net Worth Individuals
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Sales
- Series 7
- Asset Management
- Insurance
- Investments
- 401k
- Financial Advisory
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