Michael (Mike) Achatz
- ChFC®
Financial Services Representative
Visit my web site!
Baltimore Office:
3700 O'Donnell Street
Suite 200
Baltimore, MD 21224
443-957-6000
Rockville Office:
2403 Research Blvd
3rd Floor
Rockville, MD 20850
301-354-3820
Elkridge Office:
Wolf & Associates
8176 Lark Brown Road
Suite 201
Elkridge, MD 21075
443-757-0445
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Phone: (443)957-6116
Fax: (443)957-6132
E-mail: machatz@metlife.com
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Guiding Philosophy:
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Committed to forming long-lasting relationships with clients and developing customized strategies to prepare for any or all of life’s milestones
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Education:
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The AmericanCollege, Advanced Financial Planning Curriculum, 2009
MetLife Business Owner Planning and Estate
Planning Institutes, 2008
The PennsylvaniaStateUniversity, B.S. in Accounting and Finance, 1998
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Designations &
Awards:
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§ Chartered Financial Consultant ®
§ Gateway Capitol’s designated Investment Specialist
§ MetLife Deliver The Promise Specialist
§ MetLife Presidents Conference Qualifier, 2008 - present
§ MetLifeLeaders Conference Qualifier, 2005 - present
§ MetLife Top Producers Symposium Qualifier, 2004 - present
§ Member, Million Dollar Round Table (MDRT), 2005 - present
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Areas of
Concentration:
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§ Individual Retirement Planning Analysis
§ Separately Managed Accounts
§ Mutual Funds
§ Exchange Traded Funds
§ Individual Stocks
§ Asset Allocation Analysis
§ Planning for Business Owners
§ Buy/Sell Agreement Funding
§ Group and Individual Life Insurance
§ Group and Individual Long Term Care Insurance
§ Group and Individual Disability Income Insurance
§ Estate Conservation Strategies
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Memberships & Affiliations:
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§ Member, Financial Planning Association, National Capitol Chapter
§ Member, BayAreaCommunity Church, Annapolis, MD
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Licensing/
States:
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§ Series 7, Series 63 and Series 66 Securities Registered
§ Life and Health Insurance licensed / Variable Life and Annuity licensed
in MD, VA, D.C, PA, WV,& FL
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