Mike Branch
CERTIFIED FINANCIAL PLANNER™ at Focus Financial | Minneapolis, Minnesota, United States
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Mike Branch is a dedicated CERTIFIED FINANCIAL PLANNER™ at Focus Financial, where he specializes in guiding individuals and families through the critical transition from work to retirement. With a wealth of experience and a passion for empowering clients, Mike focuses on creating tailored, actionable retirement plans that aim to provide reliable income streams, ensuring that his clients can retire with confidence.
Currently, Mike is involved in several key projects that underscore his expertise in retirement planning and wealth management. He is particularly adept at helping families navigate the complexities of college education planning, enabling them to minimize costs while maximizing educational opportunities for their children. Additionally, Mike develops innovative strategies to generate lifelong retirement income through dividends, ensuring that his clients maintain financial stability throughout their retirement years.
His proficiency in tax-efficient strategies for IRAs and other retirement plans further enhances his clients' financial well-being, allowing them to retain more of their hard-earned money. With a bachelor’s degree earned in 1986, Mike combines his academic background with years of practical experience in investments, estate planning, and inheritance tax planning. His comprehensive skill set not only addresses the immediate financial needs of his clients but also prepares them for long-term success. By focusing on personalized service and strategic planning, Mike Branch is committed to helping his clients confidently cross the bridge to a secure and fulfilling retirement.
CERTIFIED FINANCIAL PLANNER™ at Focus Financial in May 1995 to Present
Board Member at Can Do Canines in January 2010 to December 2015
Financial Advisor at IDS/American Express in November 1992 to May 1995
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Retirement Planning
Estate Planning
Retirement
Investments
Personal Finance
Securities
IRAs
Financial Planning
Insurance
Inheritance Tax Planning
College Education Planning
401k Rollovers
Public Speaking
Wealth Management
Language Teaching
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Discover more about Focus FinancialWhat is Mike Branch email address?
Email Mike Branch at [email protected] and [email protected]. This email is the most updated Mike Branch email found in 2026.
What is Mike Branch phone number?
Mike Branch phone number is +16122400842 and +16513434446.
How to contact Mike Branch?
To contact Mike Branch send an email to [email protected] or [email protected]. If you want to call Mike Branch try calling on +16122400842 and +16513434446.
What is Mike Branch net worth?
Mike Branch has an estimated net worth of $750,000 to $999,999
What company does Mike Branch work for?
Mike Branch works for Focus Financial
What is Mike Branch's role at Focus Financial?
Mike Branch is CERTIFIED FINANCIAL PLANNER™
What industry does Mike Branch work in?
Mike Branch works in the Financial Services industry.
Mike Branch Email Addresses
Mike Branch Phone Numbers
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