Michael Wolnick, Financial Advisor located in Fort Collins, CO

Financial Advisor
Michael Wolnick

MBA, CEPA®, WMCP®, AAMS®
4532 Mcmurry Ave Suite 205, Fort Collins, CO 80525opens in a new window
New Client Waitlist
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Values and Faith Based Investing
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Board Games
  • Health & Nutrition
  • Hiking
  • Golfing

Team Members

  • Heather Businger
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(970) 837-2065

Fax

(877) 610-3952

Office Address

4532 Mcmurry Ave Suite 205
Fort Collins, CO 80525opens in a new window

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