Michael F. Kwak CFP®

LPL Investment Advisor Representative
303-337-9042

Hi, my name is Mike Kwak.  I am a Financial Services Professional, with over 20 years of experience in the Financial Services Industry.  I am a “CERTIFIED FINANCIAL PLANNER™ “, and an LPL Investment Advisor Representative.  I hold a series 7, and 66 securities registration, along with my insurance licensing in both fixed and variable products.

Prior to entering the Financial Services Industry, I spent two decades in automotive service management, offering my client’s quality customer service and integrity, along with a passion to teach, and extend my knowledge.  I exited the industry in the year 2000 with the upmost in customer service recognition.

I owe a lot to my lovely wife Lori, for recognizing my talents, and encouraging me to take a leap of faith, and pursue a career in Financial Planning.I truly enjoy the challenge of my profession, but when I am away from the office, I seek the solitude and adventures that the great outdoors provide.