Michael Sigmon

About Michael Sigmon

I am Mike Sigmon, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over a decade of experience in the financial services industry. Currently, I am a Lead Advisor at Summit Financial Partners, where I am deeply committed to providing comprehensive, client-focused financial planning services. My passion lies in empowering individuals and families to achieve financial clarity and long-term success through tailored strategies that encompass all aspects of their financial lives. Before joining Summit, I honed my expertise at PIEtech®, Inc, the creators of industry-leading financial planning software. There, I coached hundreds of financial advisors nationwide, guiding them in seamlessly integrating financial planning into their practices. I specialized in retirement strategies, investment management, college savings plans, Social Security optimization, and navigating healthcare costs—helping advisors deliver meaningful outcomes for their clients. Throughout my career, I have been privileged to speak at financial conferences across the country and build enduring partnerships with national enterprises. These experiences have enriched my ability to provide clients with exceptional service, leveraging a robust network of industry resources to address their unique financial goals.

Experience

1. Director of Planning

   Cornerstone Wealth

   Sep 2025 — Present

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Education

• Liberty University

  BS, Business - Finance

  2005 — 2009

• Gloucester High School

  High School

  2003 — 2005

Skills

• Iras
• Wealth Preservation Planning
• Property & Casualty Insurance
• Securities
• Estate Planning
• Investments
• Financial Services
• Retirement
• Annuity Sales
• Management
• Retirement Planning
• Protection Planning/Family Security
• Legacies
• Life Insurance
• Finance
• Financial Planning
• Small Business
• 401k Rollovers
• Insurance
• Asset Protection
• Customer Service
• Licensed Life Insurance Agent
• Financial Planners