Michael Toole

Experience

1. Financial Advisor & Field Director

   Pioneer Financial Group, Inc

   Jan 2013 — Present

   Michael R. Toole, CFP®, AIF® is a Financial Advisor and Field Director at Pioneer Financial Group located in Warwick, RI. Mike works with individuals and families to help determine personal financial strategies for clients and aids in the implementation of those strategies. Mike feels strongly for the importance of continuing education and earned his Certified Financial PlannerTM certification, awarded to those who have fulfilled the certification and renewal requirements of the CFP Board, representing a high level of competency, ethics, and professionalism in comprehensive financial planning. Mike also earned his Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Through the AIF® designation, he has received formal training in investment fiduciary responsibility. Mike is the instructor of a six-hour retirement planning class (Passport to Retirement®) held at Bryant University in Smithfield, RI, at the New England Institute of Technology in East Greenwich, RI, and at Gillette Stadium in Foxboro, MA. The class focuses on providing financial strategies to couples and individuals as they prepare for retirement. Mike resides in Westport, MA with his wife Lauren and his daughter Everly. Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Pioneer Financial Group is independently owned and operated.

Education

• Northeastern University

  Bachelor of Science (B.S.), Marketing

  2008 — 2013