Focus: Insurance Strategies, Investment Strategies
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Michael (Mike) Donaldson has been a financial professional for the past 14 years. Mike is married and has 3 kids. They currently reside in Davis County, Utah. Mike graduated from the University of Utah with a Bachelor degree in Psychology. He is a part of the Society of Financial Service Professionals and NAIFA.
Mike has the Life Underwriter Training Council Fellow (LUTCF)
Mike is licensed in Arizona (#138859), California (#0E55933), Idaho, Michigan, Nevada, Ohio, Texas, and Utah, Montana.
Mike Currently has his FINRA Series 6, 63, 22, 65, 66.
Check the background of this investment professional on FINRA’s BrokerCheck