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Michael Machalicek

Wealth Manager

Michael serves as a Wealth Manager, working closely with his clients to develop, implement, and maintain a customized financial plan that addresses their financial goals and needs. Using a client-centered approach, Michael specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and education planning to provide comprehensive wealth management services to his clients.

Michael brings nearly two decades of experience in the financial services industry to his clients. Prior to joining Creative Planning, Michael spent several years working as a Financial Consultant and Client Advisor with two large national financial services firms. While working at both firms, Michael was responsible for serving as the primary advisor and wealth manager for high net worth individuals and families, including many corporate executives and business owners.

Michael attended Pennsylvania State University majoring in Business with an emphasis in Personal Financial Services.

Michael is married to Stephanie, who is a Pediatric Nurse in the Anesthesia Unit at Mott Children’s Hospital. He enjoys traveling, cycling, cooking, working outdoors, and spending time with family and friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021