Fee-Only Retirement Planning, Financial Planning & Investment Management

photo: Michael Pace, CFPFinancial Advisor Michael Pace, CFP®


It Is Important to find a financial advisor with extensive experience and the qualifying credentials unique among financial advisors who care enough to provide their clients quality financial advice, retirement planning and investment management.

 

Michael obtained a Certificate in Financial Planning from the College for Financial Planning in Denver, Colorado in 1987.

Michael received a Master of Science degree from the College for Financial Planning in Denver, Colorado in 1996.

Michael received a Bachelor of Science degree in Civil Engineering and a Master of Science degree in Industrial Engineering from the University of Washington.

Michael’s employment background also includes 15 years as a legal assistant for a large law firm, concentrating in the areas of estate planning, general litigation, personal injury and real estate.

 

Michael has been granted the right to use the CFP® certification by the Certified Financial Planning Board of Standards, Inc. (CFP Board).

Certified Financial Planner logoA CERTIFIED FINANCIAL PLANNER™ professional is someone who has demonstrated the commitment and obtained the experience to use the CFP® mark. A CFP® certificant has had to demonstrate academic coverage of more than 100 integrated financial planning topics, passed rigorous examination requirements, satisfied work experience requirements, and agreed to the CFP Board of Standard’s Code of Ethics. In addition, a CFP® certificant is required to obtain a minimum of 30 hours of continuing education every 2 years.

Michael is an active member of the National Association of Personal Financial Advisors (NAPFA).

NAPFA logoNAPFA is a professional association of Fee-Only financial advisors who provide comprehensive objective financial advice. NAPFA is the only financial planning organization that requires an applicant to submit a comprehensive financial plan for peer review prior to being offered membership in the organization. Members are required to take 60 hours of Continuing Education every 2 years, twice the industry requirements. Less than 2 percent of all Certified Financial Planners® are NAPFA Registered Advisors.

Michael is an active member of the Financial Planning Association (FPA).

The Financial Planning Association is the leadership and advocacy organization representing the financial planning community, with of over 25,000 members.