Mike Woitkoski Personal
- Role
- Managing Partner & Personal CFO at The Wealth Consulting Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mike Woitkoski Personal
Not all executives are living \"the life\". In fact, most would say they are trapped in a…
Experience
Managing Partner & Personal CFO
Present
Education
Trinity College-Hartford
BA, History, Law
Skills
- Wealth Management
- 529 Plans
- Stock Option Planning
- Financial Planning
- Executive Compensation Planning
- Reciprocal Pension Planning
- Social Security Planning
- Sd Cers Pension Analysis
- Customer Service
- Investments
- Cal Pers Pension Analysis
- Securities
- 401(K) Retirement Savings Plans
- Estate Planning
- Insurance
- Annuities
- Financial Planning for Women
- Life Insurance
- Finance
- Mutual Funds
- Risk Management
- Employee Benefits
- Budgeting
- Stocks
- Exchange Traded Funds
- Financial Services
- Charitable Planning
- Socially Responsive Investing
- Management
- Retirement
- Bonds
- Reits
- Health Insurance
- Personalized Wealth Management
- Investment Advice
- Executive Benefits
- College Savings
- Retirement Planning
- Sustainable Investing Strategies
- Leadership
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