Michael Haubrich, CFP®
Michael is known for creatively blending traditional financial planning with contemporary 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.
Mike has served in the financial planning industry since 1979. The founder and president of Financial Service Group, Mike is an Investment Advisor Representative with the Securities & Exchange Commission (SEC) and has been a Certified Financial Planner™ practitioner since 1986. Mike graduated with honors from UW-Parkside and the College for Financial Planning.
In 2006, Michael introduced Career Asset Management™(CAM), described as "game changing" by industry experts, to the financial planning and career counseling professions. As a thought leader on this topic, he has been a frequent speaker at various industry events. CAM has also been featured in news articles and has become an adopted topic for many financial planners and career counselors throughout the country.
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 contributes to the "To Your Wealth" column published monthly in Racine Journal Times.
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 past-president of the Racine-Kenosha Estate Planning Council. Active in the community, Michael serves on the UW-Parkside Foundation and Careers Industries boards.
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.
