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Michael Weeks, MS, CEPA®, CFP®

Michael Weeks, MS, CEPA®, CFP®

Managing Director - Investments

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location of Michael Weeks, MS, CEPA®, CFP®Greater Philadelphia

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  • Timeline

  • About me

    Financial Advisor, Managing Partner

  • Education

    • College for Financial Planning

      2013 - 2015
      Master’s Degree Personal Financial Planning

    • Stockton University

      1991 - 1996
      B.A. Finance

      Activities and Societies: Delta Mu Delta - International Honor Society in Business

  • Experience

    • Wells Fargo Advisors

      Apr 1997 - now
      Managing Director - Investments

      As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years of experience, he helps individuals and small businesses toward achieving their retirement and investment plan goals. His areas of focus include: Creation and review of asset allocation models for mutual funds and exchange-traded funds, and advanced options strategies.Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.”. This document is available from Michael Weeks at Wells Fargo Advisors at 1201 New Road, Ste 206,Linwood, NJ 08221 609-926-7861. Please read it carefully before investing. Show less

  • Licenses & Certifications

    • Certified Exit Planning Advisor

      Exit Planning Institute
      Feb 2023

    • Certified Financial Planner

      CFP Board
      Jun 2005