Mike Carle
- Role
- VP, Financial Consultant at Fidelity Investments
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
VP, Financial Consultant
Jun 2023 — Present
As the lead for the wealth management team, I build relationships with our clients by providing counsel and support for any personal financial decisions. I help with retirement planning, investment strategy, income planning, tax efficiency, asset protection, and charitable planning. Fidelity has an open architecture and best-in-class financial planning tools, allowing me to provide comprehensive and complex investment solutions.
Education
Boston University
Certificate, Financial Planning
2016
University of Cincinnati
Bachelor of Arts (B.A.), Economics
2001 — 2006
University of Cincinnati
Master of Arts (M.A.), Applied Economics
2006 — 2007
Yale School of Management
Certificate, Wealth Management Theory & Practice
2020
Skills
- Series 63
- Series 7
- Certified Financial Planner™
- Portfolio Management
- Financial Planning
- Series 66
- Series 9
- Investments
- Trading
- Asset Allocation
- Series 10
- Investment Strategies
- Uniform Combined State Law
- Retirement Planning
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