Mike McCann, CFP®, AIF® – President/Founder, Financial Planner
Mike McCannhas worked in the financial services industry since 1991, interacting directly with individuals as an investment advisor and also behind-the-scenes in high-level trading and managerial positions.
He prides himself on developing mutually-beneficial, ongoing relationships with his clients, whether they are young, novice investors or more seasoned individuals with sizeable portfolios. Mike has advised a diverse group of individuals with a wide range of portfolios – from conservative to aggressive and all points in-between. He has advanced knowledge and expertise in financial planning concepts, investment vehicles, retirement and estate planning, and tax strategies. Perhaps his greatest strength, though, is his ability to listen and relate to his clients, understanding their unique needs and developing an investment strategy that meets those needs.
Prior to forming Perspective Financial Services, LLC, Mike worked several years with Charles Schwab & Co. and IDS Financial Services. He earned a Bachelor’s degree in finance from Arizona State University (ranked one of the country’s top business programs by U.S. News & World Report). In addition, Mike completed two and a half years of exhaustive coursework and examination requirements to earn the Certified Financial Planner™ designation and has been awarded the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies.