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Mike Fancher, CFA

Financial Planner

Mike 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 more than three decades of experience in the financial services industry, Mike has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Mike worked for an independent investment advisory firm as a portfolio manager.

Mike earned a Bachelor of Science degree in accounting from Widener University. He is also a Chartered Financial Analyst®, as designated by the CFA Institute.

In his spare time, Mike enjoys golfing, hiking and spending time with his daughter, Scotlind.

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833-416-4702