Mike Musco
I help Clients keep more of what they earn and move w/ clarity toward their goals via: Wealth Management, Tax Strategies, Estate Planning, and Real Estate Solutions
- Role
- Financial Advisor at Equilus Group Inc
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Mike Musco
I moved to Bend in 2019 and have built my career in financial services, working across…
Experience
Financial Advisor
Nov 2023 — Present · Bend, OR, US
Provided personalized financial advisory services to individuals and businesses, covering a broad spectrum of needs, including financial planning, investment strategies, and retirement solutions.• Designed tax-efficient strategies to help clients minimize liabilities and maximize long-term wealth, integrating insights from evolving tax regulations and market trends.• Advised clients on risk management and insurance solutions, ensuring comprehensive coverage for both personal and business needs while mitigating exposure to financial risks.• Developed tailored investment portfolios, balancing growth opportunities and risk tolerance to align with clients’ short-term and long-term financial goals.• Fostered long-term client relationships by delivering ongoing financial education, proactive market updates, and performance reviews, building trust and financial confidence.
Education
Yale School of Management
Certified Private Wealth Advisor
2024 — 2025
Western Governors University
Bachelor of Science - BS
2015 — 2017
Skills
- Process Improvement
- Financial Analysis
- Finance
- Analysis
- Microsoft Excel
- Vendor Management
- Business Analysis
- Financial Modeling
- Business Intelligence
- Financial Reporting
- Forecasting
- Operations Management
- Sales
- Leadership
- Program Management
- Data Analysis
- Strategic Financial Planning
- Sharepoint
- Managerial Finance
- Supply Chain Management
- Sharepoint Designer
- Business Process Management
- Business Development
- Team Leadership
- Microsoft Office
- Budgets
- Project Management
- Cross-Functional Team Leadership
- Accounting
- Software Project Management
- Microsoft Word
- Windows
- Strategy
- Outsourcing
- Procurement
- Complaint Management
- Friendly Personality
- Political Philosophy
- Mountain Biking
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