Mike Reed
Advisor
Mike Reed has spent the last 22 years in the investment management and financial planning industry. He started out as an equity analyst for large institutional clients and has spent the last 12 years focused on helping people near or in retirement at firms such as Personal Capital and Fisher Investments. In this capacity he assisted clients with all aspects of financial planning including cashflows, estate and tax planning along with Medicare and Social Security.
Born and raised in the Detroit area, Mike graduated from the University of Michigan in 2000 and holds the CRPC (Chartered Retirement Planning Counselor) Designation, and currently resides in the Dallas area where he continues to struggle with his golf game and attend as many blues concerts as possible.