Mike Heckman
Financial Advisor @RFG Advisory
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WORK HISTORY
Financial Advisor @RFG Advisory
Ludington, MI, US
Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and institutional-caliber investment management solutions.
EDUCATION
College for Financial Planning
Master of Science - MS, Finance Personal Financial Planning
Baker College
Bachelor's Degree, Business Management
California Southern University
Doctor of Business Administration, Finance and Financial Management Services
Kaplan University
Certificate, Financial Planning
West Shore Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kennedy University of Baptist
Doctor of Philosophy - PhD, Economics
International Business School of Scandinavia
DBA Doctor of Business Administration, Business Administration : Financial Management
Mason County Eastern HS
High School Diploma, Math / Science
ABOUT MIKE HECKMAN
Mike Heckman, MS, CFP®, CEPA®, BFA®, CDFA®, AWMA®, CRPS®, CRPC®, is a nationally recognized Financial Educator, Author, Speaker, Retirement Planner, and Wealth Advisor. Mike and his team have been helping business owners, medical professionals, and retirees preserve, protect and pass on their wealth for over 12 years. In 2019, Mike founded Sable Point Wealth Management, serving Western Michigan with offices in Ludington and Spring Lake. Mike is currently conducting dissertation research on wealth preservation strategies in retirement to complete his Financial Management Doctorate from California Southern University. Mike ‘s completed education includes a Master of Science degree in Financial Planning from Kaplan University’s College for Financial Planning, a BBA in Business Management from Baker College in Muskegon, MI, and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2014.
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