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Mike Pine, Financial Advisor

FINANCIAL ADVISOR
Mike Pine

CFP®, CIMA®
2048 Aurora Ave Suite 116, Naperville, IL 60540opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Sustainable investing
  • Portfolio Reviews

About Mike

As a financial advisor, I believe that before you can begin working toward achieving your financial goals, you must first define what’s important to you and your family. Whether that includes putting your children through college, making sure you've saved enough for retirement, reducing taxes or leaving something for your heirs, I can help you prioritize your needs and define your goals.

By choosing to work with me, my clients can expect that I will help bring order to their financial lives, hold them accountable to the strategies we have developed, provide objectivity to avoid emotionally driven decisions, proactively anticipate life...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Keller Grad School of MgmtMaster of Business Admin
  • Univ of IL-Champaign/UrbanaBachelor of Science

Team Members

  • Marsha Visone
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(630) 637-0673

Fax

(855) 394-6482

Office Address

2048 Aurora Ave Suite 116
Naperville, IL 60540opens in a new window

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