Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ | Financial Advisor
Westfield, IN
Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™
Financial Advisor
Elevation Financial LLC
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Allow Me to Introduce Myself
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. I work with individuals and families who are ready to gain greater control over their money and build a life with intention. I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.
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Specialties and Expertise
7
Cash Flow Analysis
College Planning
Environmental, Social, and Governance (ESG)
Business Ownership Strategies
Socially Responsible Investing (SRI)
Debt Management
Portfolio Construction
Clientele
4
New Investors
Single Mothers
Business Owners
Businesswomen
Credentials and Designations
2
Accredited Investment Fiduciary®
Certified Financial Planner™
Education
1
Ball State UniversityB.S. / B.M.Year Obtained: 1999
Quick Facts About Michael
Years of Experience:10 yearsMember since:2022Average Account Size:$500,000Number of clients:100
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