Mike Shaul, CFP®

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 nearly a decade 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, he was an advisor at an independent investment advisory firm.

Mike earned a Bachelor of Business Administration degree in accounting from the University of Memphis. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

In his spare time, Mike enjoys going to Memphis Grizzlies games, volunteering with ALIVE Rescue Memphis, golfing, traveling and spending time with his family.