The Business Power Hour with Deb Krier22 Jun

Mike Wapner

Mike Wapner is an independent financial advisor, with BlueLake Wealth Advisors, who helps individuals and families achieve their life goals while aligning their finances with their values. Specializing in sustainable personal finance, Mike enables people to balance their needs and wants for today with their concerns for the future, for both family and the broader community. Mike has a special interest in sustainable investing strategies, which enable people to align their money with their environmental, social, and other personal values, without necessarily sacrificing financial return. Also, unlike most financial advisors, Mike offers financial planning services independent of investment management if that’s what’s right for the client’s situation. Mike holds a BS in Operations Research and Industrial Engineering from Cornell University, an MBA from Northwestern University’s Kellogg School, and a Certificate in Financial Planning from DePaul University. He also holds the FINRA Series 7 and 66 licenses and the Illinois Life Insurance license.

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Episoder(1178)

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