Michael Day is a Certified Public Accountant (CPA) who holds the Personal Financial Specialist (PFS) and Certified Plan Fiduciary Advisor (CPFA) credentials with a Masters of Science Degree in Accounting and a Bachelor of Art Degree in Business Administration. He is also a graduate of the American Bankers Association's Graduate School of Bank Investments and Financial Management.
As a CPA PFS and CPFA Michael will take a holistic look at your financial health and goals. He complies with the strict ethical standards of a CPA and leverages the latest planning knowledge to your advantage.
Michael holds a Series 7 General Securities registration as well as a Series 66 Uniform Combined State Law Registration through LPL Financial.
Michael has many years of experience as the Chief Financial Officer and Chief Investment Officer of banks in the Southwest including experience in startups, mergers and acquisitions.
Michael provides financial, retirement and estate planning services to successful individuals, executives and business owners, their companies and families through LPL Financial, a Registered Investment Advisor.