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Michael P. Green, CFP®

Michael P. Green, CFP®

Tax Management Associate

Followers of Michael P. Green, CFP®1000 followers
location of Michael P. Green, CFP®Honolulu, Hawaii, United States

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  • Timeline

  • About me

    Wealth Manager at Creative Planning

  • Education

    • University of Cincinnati College of Business

      -
      Master’s Degree Finance (Investments)

    • The Ohio State University

      -
      Executive Certificate Financial Planning and Services

    • University of Cincinnati College of Business

      -
      Bachelor's Degree Finance

      Kolodzik Business Scholar, Cincinnatus Presidential Scholar

  • Experience

    • Truepoint Wealth Counsel

      Jan 2015 - Jan 2017
      Tax Management Associate

    • Homrich Berg

      Jan 2017 - Apr 2017
      Associate

    • Creative Planning LLC

      Apr 2017 - Dec 2021
      Private Wealth Manager

    • Three Twenty One Financial Outfitters

      Jan 2022 - May 2023
      Founder

    • Creative Planning

      Jun 2023 - now
      Private Wealth Manager

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      May 2017