Michael Wolnick
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Fort Collins, CO, US
I empower individuals and small business owners through crafting personalized investment strategies to achieve their financial goals. I work with serious, long-term investors based on their individual needs and goals and partner with people over their lifetime to keep their plans on track.
EDUCATION
DeVry University
BS, Technical Management
National Holistic Institute
Certificate, Massage Therapy
Carrington College California
AS, Health Science
Penn State University
N/A, Integrative Arts - Computer Animation
Keller Graduate School of Management
Master of Business Administration (MBA), Leadership, Project Management, Human Resources
SKILLS
ABOUT MICHAEL WOLNICK
I\'m passionate about empowering you to achieve purpose, success, and significance in your wealth, health, and business.I\'m excited to partner with you as a serious, long-term investor and value-creator to help accomplish your financial goals holistically: in growing and preserving your wealth, taking care of your loved ones, protecting your assets from unjust seizure, and empowering your charitable giving.The foundation of my practice centers on 3 pillars:ENTREPRENEURS and BUSINESS LEADERS to transform the engines of opportunity. I work with you to grow and harvest the value created by closing wealth, profit, and value gaps.PHILANTHROPY to transform our communities and champion the human spirit. I work with donors, nonprofits, and boards to amplify your impact. We don\'t make money simply to make money, we make money to make a difference.FAMILY FINANCIAL SUCCESS to transform the lives of those you love through the transfer and preservation of both value and values.When you win I win, and our shared success builds our communities as well. I take a holistic, whole-system approach to wealth & your finances; where all facets of your life – health & wealth, purpose & people - operate in perfect sync with you and your dreams.My entire career has been about purposefully empowering others through education, career coaching, entrepreneurship, primarily in health & wellness. I\'ve lived the common theme of helping others build the strategies and skills to support their dreams and purposefully pursue significance – so I pivoted from health & wellness to \"wealth & healthness\".As your dedicated advisor, I commit to being the catalyst and lifelong partner in achieving purpose through your finances. I cut through the noise to focus on what is most important to you. I coordinate the team of experts you need to best realize your comprehensive, personalized financial strategy. You\'ll never find another advisor that will care more about you, your family, your business, and your purpose.Ideation, Futuristic, Learner, Maximizer, and Intellection for you Gallup folks out there.Contact me today for a complimentary consultation and we can identify the strengths and gaps in your current plan. We\'ll conduct a Business Opportunity Assessment, a Gifting Capacity Assessment, or Family Financial Assessment to get instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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