Michael Haupert

Financial Planning Associate at Global Wealth Management

Michael Haupert is a Financial Planning Associate at Global Wealth Management, a position held since July 2023. Prior to this role, Michael served as a Corporate Development Associate at Credent Wealth Management from February 2023 to June 2023, where responsibilities included cold calling advisors to foster potential partnerships. Michael also gained experience as a Summer Finance Intern at Global Wealth Management in May 2022, contributing to client meetings and promotional events. Michael holds a Bachelor of Applied Science in Finance and Investment Management from Indiana State University (2018-2022) and graduated with Core 40 with Academic Honors from R Nelson Snider High School (2014-2018).

Location

Fort Lauderdale, United States

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