portrait of Michael J Plunkett

About Michael

I have been a financial advisor for over 31 years and have been with Edward Jones since 2011. In 1993, I earned my CFP® certification. To better serve my clients, I have also earned the following designations: ChFC™ (Chartered Financial Consultant™), AAMS™ and CRPC™ (Chartered Retirement Planning Counselor™).

My background is that of both a business owner and an ordained minister. I firmly believe, "We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable rights, that among these are life, liberty, and the pursuit of happiness." I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Values and Faith Based Investing

Work History

  • Edward JonesNovember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of UtahBachelor of Arts and Science

Team Members

  • Debra Powell
    Sr. Branch Office Administrator

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

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