Professional

Mike is a graduate of San Diego State University with a Bachelors Degree in Business. He joined Northwestern Mutual in 1998.

Mike holds his Series 7, Series 66, Series 6, and Series 63 securities licenses, as well as life and health insurance licenses. He also obtained his CFP®, CLU®, and ChFC® designations.

  • CFP® – The CERTIFIED FINANCIAL PLANNER certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
  • CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
  • ChFC® - A Chartered Financial Consultant® is similar to a CFP; both cover the fundamentals of financial planning well. ChFC is an advanced planning designation that also covers real-world, practical planning applications for special circumstances, including in-depth coverage of planning for business owners, single-parent and blended families, LGBT families and special-needs situations. The program also addresses retirement income planning, behavioral finance issues, estate planning and the most current planning standards and practices.

Michael A Waxberg, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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