Michael D. Segalo Cfp®

Michael D. Segalo CFP® is a Private Wealth Manager at Creative Planning LLC, a position held since April 2021. Previously, Michael served as Lead Wealth Management Advisor at TIAA from February 2014 to March 2021, focusing on client relationships and comprehensive financial planning. Prior roles include Senior Retirement Consultant in Asset Management at JPMorgan Chase and Financial Consultant/Advisor at UBS Wealth Management. Michael holds a Bachelor of Science in Personal Financial Planning from the University of Missouri-Columbia, completed in 2005, and specializes in asset management, income planning, and trust administration.