Mike Speakman

Financial Consultant at The Speakman Financial Group

Role
Financial Consultant at The Speakman Financial Group
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mike Speakman

The Speakman Financial Group is an investment services firm focused on assisting couples who would like to effectively manage their finances together, as well as single men and women who may be going through a life transition such as divorce, widowhood, or retirement. Our team of advisors have more than 50 collective years of experience as financial professionals. We are focused on helping men and women throughout the country plan for their goals and reach their financial independence. Areas of Focus: Comprehensive Financial Planning, Retirement Planning, Divorce, Widowhood & Retirement, Portfolio Management. Visit our website for more information: offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRAand SIPC, please refer to \'Contact Info\' section above. Third party posts foundon this profile do not reflect the views of LPL Financial and have not been reviewed by LPLFinancial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

  1. Financial Consultant

    The Speakman Financial Group

    Jul 2017 — Present · Pittsburgh, PA, US

    In July 2017, Michael joined the family owned financial planning practice, The Speakman Financial Group. Michael brings a wealth of knowledge and skill to the thriving team of advisors and staff. As a team, the focus continues to revolve around helping clients pursue their financial goals!As a millennial, Michael embraces the advantages that technology has brought to the world of financial planning. After spending more than 5 years with mutual fund giant, Vanguard, he has experienced the profound impact that computers and the internet can have on a client\'s investment experience. As a Certified Financial Planner, Michael involves clients in a thorough financial planning experience. He is a firm believer in focusing on the details to uncover valuable opportunities. He focuses on Retirement Planning, Estate Planning, Income Planning and Insurance Needs. Michael recently moved back home to Pittsburgh, PA, with his wife, Megan. They are avid Pittsburgh sports fans and are active members in our local community.

Education

  • Penn State University

    BS, Finance

    2008 — 2012

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Mike Speakman — Financial Consultant at The Speakman Financial Group in Pittsburgh, PA, US | Unifers