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portrait of Mike Pendleton
FINANCIAL ADVISOR

Mike Pendleton

CFP®, ChFC®, CLU®
7746 Williamson Road, Roanoke, VA 24019opens in a new window
Referrals Only
Serving clients with $1,000,000
CallSend Me a Message

About Mike

My team and I focus on families and business owners that aspire to a work-optional lifestyle, which we define as the point when working becomes a choice rather than a necessity. To do this, we first strive to understand what is important to you. Next, we use an established process to create personalized strategies to help achieve your financial goals. Then, we monitor your progress and make adjustments throughout your life to help keep you on track.

To serve our clients, I maintain advanced accreditations such as the CFP®, ChFC® and CLU® certifications from various institutions. I have been named as...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesMay 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Education

  • Old Dominion UniversityBachelor of Science

Personal Interests

  • Fishing
  • Spending Time with Family
  • Hiking
  • Traveling

Team Members

  • Julie Dean
    Associate Financial Advisor
  • Suzanne Farmer
    Sr. Branch Office Administrator
  • Jacqueline Hall
    Sr. Branch Office Administrator
  • Bobbi Janssen
    Sr. Branch Office Administrator
  • Cory Wilkie
    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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(540) 366-5539

Fax

(800) 230-5218

Office Address

7746 Williamson Road
Roanoke, VA 24019opens in a new window

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