Michael Franks CFP®, CRPC®
Mike began his career in New York in 1994. For 12 years he worked as an Institutional salesman, selling equity ideas to mutual funds, hedge funds, banks and insurance companies. During this time he had a front row seat to some extraordinary bull and bear markets.
During 2006 he transitioned to working with individual investors. This move was driven by his desire to have a more positive impact on individual’s lives. Over the last several years he has helped clients navigate some of the most challenging markets of our lifetime.
Mike earned a B.S. in business management from Cornell University. While at Cornell he set two school records in track and was All-Ivy and All-East in Track and Field. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation award by the Certified Financial Planner Board of Standards, Inc., and a Chartered Retirement Planning Counselor™ (CRPC), a designation awarded by the College of Financial Planning.
Mike lives in Mequon with his wife, daughter and twin sons. He teaches financial literacy to high school students and religious education to elementary students. He runs a lot and also enjoys golf, coaching little league, and wrestling with his kids.
