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Mike Segalo, CFP®

Wealth Manager
Mike serves as a Private Wealth Manager, working directly with his clients to establish and maintain comprehensive financial plans to address their goals and financial needs. Mike specializes in investment management, retirement planning, estate planning, tax planning, risk management, employee benefits and education planning. With over 15 years of experience in the financial planning and investment industry, Mike offers his clients a fully comprehensive planning experience. Prior to joining Creative Planning, he served as a Wealth Manager at a national investment advisory firm where he served high-net worth individuals and families. Mike was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals. Mike earned a Bachelor of Science degree in Personal Financial Planning from the University of Missouri. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Mike and his wife Amber have two children – Augustino & Sophia. In his spare time, Mike enjoys cycling, swimming, hiking and spending time with family & friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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