Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

After graduating from Kenyon College, Mike returned to Phoenix started his career in the financial service industry at a major life insurance company where he received training on life insurance and estate planning. Mike left the agency to form an independent life and disability income insurance brokerage company, Medical Staff Insurance Services, Inc., which focused on physicians and hospital employees. He joined Woodbury Financial in 1994 as a Regional Vice President. Mike was also active in the Phoenix Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and was elected President for 2000 – 2001. In 2011, he left corporate life and opened Paradise Valley Wealth Management, Inc. where he continues working with individuals and businesses. Over time, Mike’s ongoing professional education has earned him several securities licenses and professional designations: The Chartered Life Underwriter® (CLU®), The Chartered Financial Consultant® (ChFC®), The Retirement Income Certified Professional® (RICP®), Certified Financial Fiduciary® (CFF®), Certified Plan Fiduciary Adviser (CPFA®), General Securities Principal License - Series 24, General Securities License - Series 7, Investment Adviser Representative License - Series 65, Life and health insurance licenses in over 20 states. Mike enjoys working with people who appreciate: A preferred service experience with a seasoned credentialed planner, A highly competitive fee structure, High quality investments from providers such as Vanguard, Blackrock, Schwab and Fidelity. Read more about Mike’s points of view and details about the services he offers: www.pvwealthmanagement.com