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.
Mike enjoying what he loves, being outdoors. Mike with that night's dinner.