Basic Information
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Company
Millennium Planning Group, LLC -
Mobile phone
984-214-8540 -
Email
michael@mpgplan.com -
What is your "why"? Why do you do what you do?
I take immense pleasure in giving my clients resources, aid, and advice to simplify this seemingly complex world of finance. I'm in this profession because it's incredibly rewarding to assist others on this journey, helping them get organized, setting their goals and working towards achieving them. -
About me
Hey there! Thanks for stopping by my profile. Quite a bit about me has led up to this point, so let's dive right on in, shall we?
For starters, I cut my teeth at UNC Chapel Hill studying Dramatic Art. You might not think there's much of a connection between that and the financial industry... but you'd be surprised! Diving deep into different perspectives and stories really shaped the holistic approach I take in my professional life. Plus, during those college days, I snagged an opportunity to intern at the most magical place on earth - Walt Disney World. Talk about an amazing peek behind the scenes of one vibrant corner of the entertainment industry!
Post-Chapel Hill, I had a hankering for more learning. This led me to the University of Phoenix where I completed my MBA in 2009. The timing was perfect, just in time to leap into the financial industry. My first gig was with a solid name – Prudential – where I worked my brain muscles, focusing on risk management.
But you know what they say about comfort zones and growth, right? So, in 2014, I chose to broaden my horizons and joined Lincoln Financial Securities where I honed my craft in comprehensive financial planning. This expansive approach allowed me to really serve my clients in a multifaceted way.
Yet, I wasn't quite done with my educational conquest. In 2019, I proudly obtained my CFP® Professional credentials. Three years after, I took the plunge and launched my own firm in 2022. The goal? To provide a more personalized, all-encompassing planning experience for my clients. Because at the end of the day, helping clients feel secure in their financial goals and protected from life's inevitable curveballs – that's what drives me.
Hope that helps provide a clearer picture of what I'm about. Can't wait to help you with your financial journey! -
Profession
Financial Advisor -
Title
Owner/Financial Planner -
Website
www.mpgplan.com
Contact Information
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City / Town
Pittsboro -
State
NC -
Zip
27312 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/michaelwhitmanmba
Education
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College / University
The University of North Carolina at Chapel Hill -
Graduation Year
2005