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Michael C. Wali, CFP®

Michael C. Wali, CFP®

Certified Financial Planner®

Followers of Michael C. Wali, CFP®224 followers
location of Michael C. Wali, CFP®New Market, Maryland, United States

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  • Timeline

  • About me

    Senior Vice President at Wealth Enhancement Group

  • Education

    • University of Maryland

      -
      Finance

  • Experience

    • Lighthouse Wealth Management

      Jan 2009 - now
      Certified Financial Planner®

    • Wealth Enhancement Group

      Jul 2021 - now
      Senior Vice President

      Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which I am licensed to do business, please visit http//www.wealthenhancement.com. Show less

  • Licenses & Certifications

    • ChFC

      The American College of Financial Services

    • CFP

      College for Financial Planning