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Mike Woitkoski Personal Cfo
Mike Woitkoski Personal Cfo
Managing Partner & Personal CFO | The Wealth Consulting Group
San Diego, California, United States
Mike Woitkoski Personal Cfo
Summary
Mike Woitkoski is a seasoned financial professional based in San Diego, California, specializing in wealth management and financial planning. As the Managing Partner and Personal CFO at The Wealth Consulting Group, he co-founded a boutique firm that provides tailored financial services to high-earning professionals. With a focus on helping clients achieve financial autonomy, Mike utilizes strategic investment tactics to create personalized wealth plans. His unique approach addresses the challenges faced by the 'Working Rich,' enabling clients to reclaim their time and achieve a work-optional lifestyle. Mike's extensive expertise spans various financial instruments, including 401(k) plans, annuities, and estate planning. He is also recognized as a 5 Star Wealth Manager in San Diego Magazine. With a background that includes leadership roles and a commitment to client-centric service, Mike is dedicated to helping individuals and families navigate their financial journeys.
Mike Woitkoski Personal Cfo
Work Experience
Managing Partner & Personal CFO at
The Wealth Consulting Group
December 2014 - Present
Managing Associate/Financial Planner at
New England Financial
June 1998 - November 2014
Reg Rep at
Berkshire Life Insurance Co
January 1996 - January 1997
Mike Woitkoski Personal Cfo
Education
January 1992 - January 1996
Frequently Asked Questions about Mike Woitkoski Personal Cfo
What is Mike Woitkoski Personal Cfo email address?
Mike Woitkoski Personal Cfo's primary email address is **********@berkshirelife.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Mike Woitkoski Personal Cfo work for?
Mike Woitkoski Personal Cfo is a Managing Partner & Personal CFO at The Wealth Consulting Group, a company specializing in Monetary Authorities-Central Bank.
Where Mike Woitkoski Personal Cfo graduated from?
Mike Woitkoski Personal Cfo holds a degree in History, Law from Trinity College-Hartford.
How can I directly contact Mike Woitkoski Personal Cfo?
To contact Mike Woitkoski Personal Cfo directly, you can use the email address **********@berkshirelife.com. Complete contact information is available upon registration with Muraena.
Who is Mike Woitkoski Personal Cfo?
Mike Woitkoski is a seasoned financial professional based in San Diego, California, specializing in wealth management and financial planning. As the Managing Partner and Personal CFO at The Wealth Consulting Group, he co-founded a boutique firm that provides tailored financial services to high-earning professionals. With a focus on helping clients achieve financial autonomy, Mike utilizes strategic investment tactics to create personalized wealth plans. His unique approach addresses the challenges faced by the 'Working Rich,' enabling clients to reclaim their time and achieve a work-optional lifestyle. Mike's extensive expertise spans various financial instruments, including 401(k) plans, annuities, and estate planning. He is also recognized as a 5 Star Wealth Manager in San Diego Magazine. With a background that includes leadership roles and a commitment to client-centric service, Mike is dedicated to helping individuals and families navigate their financial journeys.
Mike`s contact details
**********@berkshirelife.com
*******@wealthcg.com
Colleagues
Chief Operating Officer
Chief Growth Officer
MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™
Personal CFO, Wealth Advisor
Managing Partner
Managing Partner, Personal CFO
Chief Investment Officer
Consultant
Partner, Personal CFO
Partner, Personal Chief Financial Officer