Mike Persell, CFP®
After earning my CFP, I partnered with HNW investors and Advisors. My approach is personal. I work with the client to understand their goals, and dreams—and then put a comprehensive plan in place so they can achieve well beyond what they imagined.
“With the right financial planning, you can accomplish more than you ever thought possible.”
I earned a Bachelors degree in Personal Financial Planning from The University of Missouri – Columbia before earning my CFP®. Currently, I am a part of the Overland Park and Leawood Chambers. I have an amazing wife and two young children along with our dog, Finley.
Call today to set up a free, no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: KS, MO, NY
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.