Michael A. Koler

Michael A. Koler

Phone: 440-884-7042
Fax: 440-845-0065
E-mail:
 

 

BACKGROUND AND EXPERIENCE      

Michael works with customers in all financial areas including:

  • Retirement planning
  • Investment strategies
  • Estate conservation
  • College Funding
  • Insurance - Life, Long-Term Care, Disability, Health

     

BACKGROUND

  • Certified Financial Planner® Designation, practicing since 1992
  • Registered Representative with SagePoint Financial, Inc.
  • Registered Principal
  • Investment Advisor Representative
  • MBA, Finance, Weatherhead School of Management
  • B.S. Degree, Finance, The Ohio State University

     

MEMBERSHIPS

  • Financial Planning Association of Northeast Ohio, Former President

     

COMMUNITY SERVICE

  • Rotary Club of Parma
  • Parma Area Chamber of Commerce
  • Strongsville Chamber of Commerce
  • Broadview Hts. Chamber of Commerce