Mike Mullen
Helping families accumulate, distribute and transfer wealth
- Role
- Financial Advisor at Spivak Financial Group
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Mike Mullen
With over 12 years of experience in the financial services industry, Mike Mullen is dedicated to helping families and business owners achieve their financial goals. At Spivak Financial Group, Mike specializes in tax reduction strategies, financial planning, investment management, and retirement planning. Prior to Spivak Financial Group, Mike spent 10+ years as a Regional Director at SEI Investments, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and wealth management clients. At SEI, Mike worked closely with financial advisors to create, implement and manage investment strategies. Mike holds a bachelor’s degree in economics from The University of Maryland. His approach is client-centric, focusing on personalized strategies that align with each client’s unique needs and objectives.Outside of work, Mike resides in Scottsdale, AZ with his wife Jocelyn and daughter Emily.Securities and advisory services are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: AZ,CA,NV,NJ,PA. Spivak Financial Group and Centaurus Financial, Inc. are not affiliated.
Experience
Financial Advisor
Aug 2024 — Present · Scottsdale, AZ, US
Securities and advisory services are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: AZ,CA,NV,PA. Spivak Financial and Centaurus Financial, Inc. are not affiliated.
Education
University of Maryland
Bachelor's Degree, Economics
2012
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