Michael Berkemeier, RFC
Michael founded Strategies Wealth Advisors in 2007 to better deliver on his passion: helping others to achieve their financial goals.
A graduate of the University of Dayton where he studied marketing and finance, Michael began his career as an intern with Paine Webber before his thoughts quickly turned to starting his own independent firm.
Since starting Strategies Wealth Advisors, Michael has committed himself to assembling the best team of financial experts possible. By adding talented teammates in the areas of taxation, accounting, and estate planning to wealth management and financial planning, this provides clients with unique depth and perspective into managing their financial worlds.
With nearly 20 years of experience, Michael is a registered financial consultant and has previously passed the Series 7, 63 and 65 exams as well the life insurance producer exam. He is active in the Association for Corporate Growth – West Michigan Chapter and the Million Dollar Round Table.
Personal: Born and raised in Jackson, Mich., Michael and his wife, Kellie, have four children and enjoy a calendar full of school events, sports, and outdoor activities. He is active in the Association for Corporate Growth – West Michigan Chapter and the Million Dollar Round Table. Michael also serves of several foundations in the greater Grand Rapids community.
Strategies Wealth Advisors is an SEC registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified tax professional before implementing any strategy discussed herein.