Cfp Michael Truitt Crpc Cpfa

FAQ About Cfp Michael Truitt Crpc Cpfa

• What is Cfp Michael Truitt Crpc Cpfa's address?

  Cfp Michael Truitt Crpc Cpfa is located at
  Greater Philadelphia, Greater Philadelphia, United States

• What is Cfp Michael Truitt Crpc Cpfa's job title?

  Cfp Michael Truitt Crpc Cpfa is a
  Michael P. Truitt, CFP®, CRPC® Since 1982, Mike Truitt has helped individuals, businesses and non-profit organizations pursue their financial goals. Mike has built a successful practice based on the conservative principal of Asset Allocation, which is the process of dividing client assets among several major asset classes in an effort to reduce risk and improve returns. Mike takes a broad approach to clients' financial goals. He helps them understand that financial decisions are interrelated, and that every decision has the potential to affect their overall financial status. His scope of services may include educational funding, retirement planning, asset allocation, liability management, employee benefits, insurance, tax minimization strategies, senior care, and estate planning services. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning CounselorSM designation (CRPC®) awarded by the College for Financial Planning. Mike received his B.A. degree in U. S. History from the University of Maryland at College Park in 1982. He immediately entered the securities business, and served as Branch Manager of his office from 1992 until 2008. His proven leadership skills helped him develop many lasting client relationships, some spanning two and three generations. Mike lives in Bishopville, Maryland with his wife Beth and two children. He serves as Trustee of Worcester Preparatory School in Berlin, Maryland and serves on the Board of Directors of the Community Foundation of the Eastern Shore. He previously served on the Finance Committee of Atlantic United Methodist Church in Ocean City, Maryland and is a member of the Links at Lighthouse Sound Golf Course in Bishopville, Maryland Merrill Lynch Wealth Management

• What industry does Cfp Michael Truitt Crpc Cpfa currently work in?

  Cfp Michael Truitt Crpc Cpfa currently works in the
  Merrill Lynch Wealth Management

• What is Cfp Michael Truitt Crpc Cpfa's area of expertise?

  Cfp Michael Truitt Crpc Cpfa specializes in
  Michael P. Truitt, CFP®, CRPC® Since 1982, Mike Truitt has helped individuals, businesses and non-profit organizations pursue their financial goals. Mike has built a successful practice based on the conservative principal of Asset Allocation, which is the process of dividing client assets among several major asset classes in an effort to reduce risk and improve returns. Mike takes a broad approach to clients' financial goals. He helps them understand that financial decisions are interrelated, and that every decision has the potential to affect their overall financial status. His scope of services may include educational funding, retirement planning, asset allocation, liability management, employee benefits, insurance, tax minimization strategies, senior care, and estate planning services. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning CounselorSM designation (CRPC®) awarded by the College for Financial Planning. Mike received his B.A. degree in U. S. History from the University of Maryland at College Park in 1982. He immediately entered the securities business, and served as Branch Manager of his office from 1992 until 2008. His proven leadership skills helped him develop many lasting client relationships, some spanning two and three generations. Mike lives in Bishopville, Maryland with his wife Beth and two children. He serves as Trustee of Worcester Preparatory School in Berlin, Maryland and serves on the Board of Directors of the Community Foundation of the Eastern Shore. He previously served on the Finance Committee of Atlantic United Methodist Church in Ocean City, Maryland and is a member of the Links at Lighthouse Sound Golf Course in Bishopville, Maryland

• Which languages does Cfp Michael Truitt Crpc Cpfa speak? 

  Cfp Michael Truitt Crpc Cpfa speaks the following languages:
  No languages available.

• Which industries has Cfp Michael Truitt Crpc Cpfa previously worked in?   

  Cfp Michael Truitt Crpc Cpfa has prior experience in the following industries:
  No prior industries available.

• What is Cfp Michael Truitt Crpc Cpfa’s work experience?  

  Cfp Michael Truitt Crpc Cpfa has the following professional experience:
  Merrill Lynch Wealth Management .

• How can I find Cfp Michael Truitt Crpc Cpfa on LinkedIn?  

  You can view Cfp Michael Truitt Crpc Cpfa’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Michael Truitt Crpc Cpfa’s work email addresses?  

  Cfp Michael Truitt Crpc Cpfa’s work email addresses are
  [email protected] .

• What company does Cfp Michael Truitt Crpc Cpfa work for?  

  Cfp Michael Truitt Crpc Cpfa works at
  Merrill Lynch Wealth Management