Michael H. Smith, CFP®
Designations and Licenses
Michael is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Michael provides clients with comprehensive wealth management services to help them achieve their goals and integrated planning and strategies to help them grow and protect their wealth. Michael has experience in counseling high-net-worth individuals in all areas of comprehensive financial planning. Having helped clients plan their financial futures since 2001, Michael has been fortunate to gain professional experience from several different wealth management sectors with different employer perspectives. Through working with these distinctive financial institutions, he was able to hone his client servicing and financial planning skills.
Prior to joining Mariner Wealth Advisors, Michael was a senior wealth manager with Goldman Sachs Personal Financial Management. There, he managed client relationships and provided comprehensive financial planning and investment management. His primary focus was having a deep understanding of his clients’ goals and supporting them with a high level of service and thoughtful strategies unique to their financial circumstances.
Michael has a bachelor’s degree in marketing from the University of Illinois. He also has a master’s in personal financial planning from the College of Financial Planning.
Away from the office, Michael enjoys hanging out with friends and family, is an avid cyclist and loves to indulge in all the great culinary options that Chicago has to offer.