Mike is the Vice President & Certified Financial Planner™ professional at Cornerstone Wealth Advisors where he works with individuals & families in 36 states to build comprehensive financial plans, and manage client assets. He attended the University of South Florida graduating magna cum laude with a Bachelor’s Degree in Finance. Prior to joining Cornerstone Wealth, Mike worked as a Senior Analyst in Product Risk Management at Raymond James Financial. In addition to holding the CFP® designation, Mike also holds his FINRA Series 7, 66, and Florida Life & Variable Annuity insurance licenses.