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Mike Woitkoski Personal Cfo

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Mike Woitkoski Personal Cfo

Managing Partner & Personal CFO | The Wealth Consulting Group

San Diego, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Startup Experience

Corporate Experience

Mike Woitkoski Personal Cfo

Work Experience

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Managing Partner & Personal CFO at

The Wealth Consulting Group

December 2014 - Present

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Managing Associate/Financial Planner at

New England Financial

June 1998 - November 2014

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Reg Rep at

Berkshire Life Insurance Co

January 1996 - January 1997

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Mike Woitkoski Personal Cfo

Education

Trinity College-Hartford, Ba

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

mail

**********@berkshirelife.com

*******@wealthcg.com

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