How Can a CFP® Optimize Your Financial Future?

The CFP® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most respected credentials in the financial services industry. Two of the newest members of the Conrey team, Mike Lambrakis, CFP® and Michael Hu, CFP®, exemplify the benefits this certification offers to our clients by expressing the Conrey Difference in all areas of financial planning and wealth management. Mike and Michael help their clients achieve their fullest potential through thoughtful financial planning and investment management. They believe a solid foundation of tax, estate, and philanthropic planning is the key to financial success.

Both these accomplished professionals have extensive experience meeting the diverse financial needs of clients. Mike Lambrakis’s background includes serving as a Partner Advisor with AdvicePeriod, as a Portfolio Strategist and Wealth Advisor at Beacon Pointe Advisors, and as a Financial Advisor at Wells Fargo Advisors. Michael Hu’s background includes serving as an Advisor at AdvicePeriod and at a privately held wealth management firm where he was responsible for developing, implementing and ongoing monitoring of complex financial plans.

Mike and Michael have expertise honed by the CFP® designation’s demanding requirements. These include extensive academic training, thousands of hours of experience, and a rigorous exam that’s administered by the Certified Financial Planner Board of Standards. CFP® professionals also must follow a code of ethics and rules of conduct based on the fiduciary standard. In other words, they’re independent and objective – committed to the client-centric perspective that’s the heart of the Conrey Difference.

To discuss our financial services in further detail, or to revisit your investments in the context of a customized financial plan, the Financial Services experts at Conrey Insurance Brokers and Risk Managers are here to help. Just call 877-450-1872 or contact us to schedule an appointment.