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Mike Traynor
Chief Information Officer And Senior Wealth Advisor at Financial Coach
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Work Experience
Chief Information Officer And Senior Wealth Advisor
Jan 2014 - Present · 11 years
etfia
Partner
Jan 2012 - Dec 2013 · 1 years and 11 months
national stock exchange
Svp, Head Of Strategy
Jan 2007 - Dec 2011 · 4 years and 11 months
Company Details
2-10 Employees
Financial Coach provides comprehensive financial planning and investment advisory services to individuals and families who are either retired or approaching retirement. Our educationally oriented planning program, the Retirement Gameplan®, is a multifaceted approach that provides the context and roadmap for the most critical decisions faced both pre- and post-retirement. Through a series of planning “modules” focused on investments, income, insurance, and estate planning, our clients are better armed with the information necessary to help them organize, prioritize, and make effective and timely planning and investment decisions. Start building your Retirement Gameplan® today!
Year Founded
1996
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Accounting Services
HQ Location
940 E. Boot Road Suite 101 West Chester, PA 19380, US
Keywords
income planningplanning for retirementSEC Registered Investment Advisorportfolio managementtax planningestate planningtax strategiesMedicare & Medicare educatiofee-only financial plannerCertified Financial Planners
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