MICHAEL NEW
MICHAEL NEW
About Me
Michael is a Financial Advisor with 20 years of experience currently serving Schaumburg, Wooddale, and Streamwood markets. Utilizing in-depth analyses of client’s unique goals, Michael provides practical action steps and recommendations to help create a more financially secure future for individuals and their families.
Prior to joining the BMO Investment Services team, Michael worked as a Financial Advisor with US Bank. Michael received his Bachelor of Arts in Mathematics from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ and holds series 6, 7, 63 and 65 licenses, held through LPL Financial along with his life, health, and annuity insurance licenses.
Michael lives in Yorkville with his wife and four children. In his sparetime Michael enjoys golfing, football, basketball, and fishing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management