Michael D.Freker,CFP

 Michael Freker,CFP® resides in the South Hills in Pittsburgh,PA with his wife and two children. Michael is active in his local community and has been a guest presenter with some of the local Chambers of Commerce and other Associations such as the Pittsburgh Business Center.

Michael has been a Financial professional for over 18 years and provides Financial planning services to Executives, Entrepeneurs and Education Profesionals.

These services include fee-based financial planning, risk management (life, disability and long term care insurance), wealth accumulation (primarily retirement planning) and distribution strategies.

Whether you have recently changed jobs and are looking for guidance on a previous employer Retirement plan, or looking to establish a small business retirement plan or add or improve to the menu of benefits offered; Michael can assist with these important decisions. 

 

Industry Backround  includes the following;

B.S Business Administration,  Florida State University, 1984

Member of The Financial Planning Association

FINRA Series 6,7 63 and 66 registered.

Life, Health and Variable Insurance Licensed.

Completed Chartered Financial Consultant (ChFC) Professional Designation Coursework through The American College.

Completed Coursework and Professional Designation as a CFP ® professional.

Michael  has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.


 

Michael's goal with his clients is to become their most trusted professional. He understands that he needs to earn that trust. He advises  clients to meet once per year if not more frequently for "regular review sessions". It is in the updating of your most important financial planning goals that he can serve you best and keep your plan on track.

 


 


 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.


 
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Cash Flow Analysis

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Risk Tolerance

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