R. Michael Lenderink
Mike has been in the financial services industry for more than twenty-seven years. Throughout his career, Mike has served as a Financial Advisor, Branch Manager, and National Coach. Mike has worked with individuals, families, corporations, endowments, foundations, and pensions. He guides clients on how to structure portfolios with an emphasis on risk management and tax efficiency. Mike has also completed the Applied Behavioral Finance Program sponsored by the Investments & Wealth Institute and taught by notable experts from leading business schools: Duke, MIT, Yale, and Santa Clara.
Mike holds the designation of Certified Investment Management Analyst (SM), taught in conjunction with the Wharton School of the University of Pennsylvania and
sponsored by the Investments & Wealth Institute (formerly IMCA). He also holds the designation of Certified Retirement Planning Counselor (SM) sponsored by the College for Financial Planning.
Mike and his wife live in Phoenix, Arizona, with their four children. Mike has been an active volunteer in the community, serving on the board of directors for United Cerebral Palsy from 1995 – 2001, including one year as president in 2000. He also served on the board of directors for the Arizona Humane Society from 2003 – 2011.
Mike holds a Bachelor of Arts degree from Michigan State University and is an active member of the Investments & Wealth Institute.
Tuesdays, March 24- April 21, 2020
510 E. Peltason Dr. Irvine, California 92697
FREE information session: Thursday, March 5, 2020
FREE information session: Wednesday, January 29, 2020
Las Vegas, Nevada