Mike Minter

Official Member @Forbes Finance Council

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2021 — Present

Official Member @Forbes Finance Council

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Houston, TX, US

Sharing insights on investing and financial planning with Forbes Finance Council, an invitation-only organization for successful senior-level financial services executives and leaders.

EDUCATION

1996 — 1999

Texas State University

Bachelor of Science

SKILLS

Certified Financial PlannerInvestment AdvisoryFinancePerformance AttributionAlternative InvestmentsInvestmentsMorningstarAsset AllocationMutual FundsHedge FundsInvestment ManagementEquitiesFinancial AdvisoryAsset ManagementWealth ManagementRetirement PlanningPortfolio ManagementPensionsAsset ManagmentEtfs

ABOUT MIKE MINTER

Financial Synergies Wealth Advisors is a fee-only, Registered Investment Advisory (RIA) firm located in Houston, TX. We specialize in total wealth management services, focusing on financial planning and evidence-based investment management.As Chief Investment Officer, I use my expertise to develop our firm\'s evidence-based investment strategies to protect and grow clients’ portfolios. Our investment portfolios are designed to meet each client\'s risk-adjusted return goals over the long-term.If you’re at a point in your life where you feel like you need to get your arms around your finances / investments and put a plan together, I’d love the opportunity to visit about how we may be able to add value to your situation. To learn more about our services, please visit the webpage listed below.As a specialized firm with decades of experience, we strive to cover every base- Growing your investments- Planning for retirement - Reducing taxes- Making smart Social Security and Medicare decisions - Designing full-service company retirement plans [401(k), 403(b), a meeting: can get in touch with me directly at: m••••••@finsyn.com

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