What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.

Mike Bennitt is a wealth coach and successful entrepreneur. Mike has been serving people with investment and financial planning strategies for the past 31 years and has built and sold businesses, as well as experience in real estate development. Twenty years of his successful experience in business included acting as President and chief compliance officer of the investment division for a regional bank in Missouri. Mike is a gifted financial planner but also a teacher and has done many workshops and seminars in the areas of financial planning and investment strategies. He is currently an independent wealth coach with Wealth Teams Alliance, and currently works with a number of families and well as some business consulting. Mike’s formal education includes a degree in Business administration/accounting graduating Cum Laude from Missouri Southern State University in 1979. His further education has been in the area of wealth and financial planning as follows:

  • 1990-Certified Financial Planner (CFP)-College of Financial Planning
  • 2005-Investment Management Consultant-Raymond James Institute of Management Consulting
  • 2006-Accredited Wealth Management Advisor College of Financial Planning
  • 2007-Certified Investment Management Analyst (CIMA)-The Investment Management Consultants Assn

Mike is actively involved with his local church and has a deep family heritage in the Christian faith. Mike and his lovely wife Debbie have been married for 40 years and are the parents of four children including his youngest daughter who was adopted at age 10 months from China. He is an active competitive golfer and also is very interested in acoustic guitar. He not only plays acoustically but has a goal of returning to playing guitar in a worship setting at some point in his future. Mikes goal in life is to leave everything and everyone he meets better than when he met them in some way.

Michael Bennitt
Investment Advisory Representative (IAR) – Wealth Teams Alliance
15520 Rockfield Blvd, Suite G, Irvine, CA  92618
Office. 877.282.4768
mike111@wealth-teams.com
www.wealth-teams.com

50%

Where should we send your videos?

17167

Looking for 

Retirement Advice?

FREE

Download free eBook with advice from experts