About My Practice
Planning to meet your short and long-term goals requires knowledge, information, and most of all, action. At Jungen & Co. Financial Advisers we offer a holistic approach to financial planning. This proactive, multi-disciplined process helps you identify and achieve your financial goals by coordinating the many dimensions inherent in the planning process.
By partnering with you and your other advisers, we foster a team approach to creative problem solving. Because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must be able to accommodate changes in your personal circumstances, changes in the tax laws, and changes in the economy.
Put simply, we will help you design a plan and a path that evolves with you and
results in a well-coordinated series of recommendations to help you reach your destination. Our goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.
Michael has been active in the area of financial planning since 1979. He graduated Cum Laude from the University of Wisconsin-Milwaukee in1978 receiving his Bachelor’s Degree in Business Administration. Michael is also an agent with New York Life Insurance Company and an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. Specializing in the areas of investment management, retirement planning and estate conservation, he is the founder of The Holistic Planning Process™. The Holistic Planning Process™.
Michael is the past president of the Milwaukee Chapter of the Society of Financial Service Professionals and the Milwaukee Estate Counselors Forum. He also has served as the president of the Wauwatosa Mayfair Rotary Club. Michael is an active member of the Financial Planning Association as well as the National Association of Insurance and Financial Advisors.
He is a frequent speaker on a variety of topics related to planning for retirement, wealth transfer planning and investment management. Born and raised in Milwaukee, he has been married to his wife, Kathy, since 1979 and has one daughter, Julia, who is also a Financial Adviser with his firm. He and his wife reside in Sussex, WI.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: WI, IL, FL, MN, Health/disability insurance: WI, IL, Fixed annuities: WI, IL, FL, MN, Variable annuities: WI, IL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
NYLife Securities, Inc.
Considerations: Size of account/assets to be managed
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.