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Michael Green, CFP®

Wealth Manager

Michael serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, Michael has developed an in-depth knowledge of providing clients with comprehensive wealth management. Michael returned to Creative Planning after striking out on his own to create an independent financial planning firm focused on families who have a loved one with special needs.

Michael earned a Bachelor of Business Administration degree in finance as well as a Master of Science degree in finance from the University of Cincinnati, where he graduated with honors. Michael is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Michael and his wife, Emily, have two children: Luca and Nico. Luca has Down syndrome, and Michael has made it part of his mission to help other families in the Down syndrome community plan for their future. In his spare time, Michael enjoys hiking, spending time on the beach with family, and volunteering and advocating for people with Down syndrome.

Articles by Michael Green, CFP®

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