Mike Polin

Co-owner, Managing Partner, Wealth Management at Premier Planning Group, Inc.

Mike Polin is a co-owner and managing partner at Premier Planning Group, where Mike has been managing a financial team and overseeing asset management since June 2004. With a focus on individualized long-term financial planning, Mike services a national clientele. Additionally, Mike is affiliated with Ameritas Investment Company, LLC, providing insurance and financial services under the Premier Planning Group brand. Prior to this, Mike gained extensive experience as a financial advisor at American Express Financial Advisors from January 2002 to June 2004, where Mike earned Series 7 and Series 66 securities licenses, along with a Life, Health, and Annuity License for the State of Florida. Mike holds a Bachelor's Degree in Banking and Finance from the University of North Florida, completed in 2002.

Location

Phoenixville, United States

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