Strategic Wealth Designers
Michael Newman has a diverse professional background, with experience in client services, sales, operations management, and financial representation. Currently working as a New Business Specialist at Strategic Wealth Designers, Michael previously held positions at Ultimus Fund Solutions, Cincinnati Bell, CBTS, Fidelity Investments, and the Cincinnati Reds. Michael earned a Master of Business Administration (M.B.A.) and a Bachelor of Applied Science (BASc) in Sport Administration from the University of Cincinnati, along with a minor in Business Administration. Michael graduated with a perfect GPA from Wyoming High School.
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Strategic Wealth Designers
Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!