Michael Haubrich
President
Michael is known for creatively blending traditional financial planning with current thinking and tools to meet the work and life realities of today's clients. Since starting Financial Service Group in 1981, Michael has been a relationship focused industry innovator who is passionate about his fiduciary responsibility.
In 2006, Michael introduced Career Asset Management (CAM), described as "game changing" by industry experts, to the financial planning and career counseling professions. He has been a frequent speaker on the concept leading sessions at the National Association of Personal Financial Advisors (NAPFA) National, West Regional and Cutting Edge conferences, and at national and regional Financial Planning Association events. CAM has also been the subject of several news articles.
Michael's points of views have been featured in The Wall Street Journal, Chicago Tribune, Forbes, Yahoo Hot Jobs and major industry trades. He also co-authors the monthly "To Your Wealth" column for the Racine Journal Times.
In 2005, Michael developed and launched the Charity Referral Incentive Program. As part of this innovative program designed to reinforce the value of charitable giving for both the individual and the community, Financial Service Group donates $100 to the charity of a client's choice when that client refers a friend or family member to the firm for a free consultation.
Michael is past president of the Greater Milwaukee chapter of International Association for Financial Planning, currently the Financial Planning Association. He is a member of the National Association of Personal Financial Advisors and President of the Racine-Kenosha Estate Planning Council. Active in the community, Michael serves on the boards of directors for the UW-Parkside Benevolent Foundation and Careers Industries.
Michael has been in the financial services industry since 1979. He is an Investment Advisor Representative with the Securities & Exchange Commission and has been licensed as a CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards since 1986. As part of this certification and his NAPFA membership, Michael completes more than 30 hours of continuing education each year.
Michael received his Bachelor degree in finance with high honors from the University of Wisconsin - Parkside, where he also served as an adjunct faculty member teaching personal finance. He completed the financial planning program from the College for Financial Planning in Denver, CO.
You can contact Michael directly at Mikeh@toyourwealth.com.
FSG is registered with and regulated by the Securities and Exchange Commission as a large advisory firm. Incorporated in 1981, FSG is privately owned and operated by its principal shareholder, Michael P. Haubrich, CFP.