Michael Carmona

Wealth Advisor at Diversified Portfolios, Inc

Michael Carmona, MBA, CFP®, ChFC®, is a seasoned wealth advisor currently serving at Diversified Portfolios, Inc. since July 2023. Previously, Michael held positions as a wealth advisor and senior financial planner at Planning Alternatives and served at ISTO Advisors, where the focus was on catering to high net worth clients. Michael's earlier career includes roles in financial advisory at White Pine Investment Co. and district management at Burger King Corporation. Michael's comprehensive education includes an MBA from Michigan State University, CFP® certification, and ChFC® designation, equipping Michael with expertise in financial planning and management.

Location

Detroit, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Diversified Portfolios, Inc

Diversified Portfolios, Inc. is a wealth management and investment advisory firm based in Bloomfield Hills, Michigan. We believe in putting people over products, and unlike brokerage houses we act as a fiduciary—required to put your best interest over ours every time. We prioritize building strong, personal relationships with our clients and we aim to help people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. 100% of our wealth advisors have earned industry-specific designations and we have been proud to serve clients throughout the United States for over 30 years.