NAME: Michael Furois, CFP® |
| PERSONAL: |
- President, The Planning Associates, Inc. (fee-only financial planning and registered investment advisory firm)
Phoenix, AZ (1991-present)
- Assistant Vice President, INB Bank (n/k/a Chase Bank) Chesterton, IN (1986-91)
- 2 children - son (Web Developer) and daughter (School Teacher)
|
| EDUCATION: |
- CFP®, College for Financial Planning, Denver, CO., 1989
- BS, Arizona State University, Tempe, AZ., 1982
|
| PROFESSIONAL: |
- FINRA Arbitrator
- Educational Consultant/Benefits Enroller
- Past member Financial Planning Association (National, Greater Phoenix, and Illiana)
|
| CONTRIBUTIONS TO ARTICLES IN: |
- Journal of Financial Planning
- Wall Street Journal
- Kiplinger's Personal Finance
- Fortune Small Business
- Investment Advisor
- USA Today
- U.S. News and World Report
- Glamour
- YahooFinance.com
- MPower.com
- TheStreet.com
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| PAST CIVIC/VOLUNTEER: |
- Advisory Plan Commission
- Junior Achievement
- Kiwanis
- YMCA
- Chamber of Commerce
- Arthritis Foundation
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| AWARDS/HONORS: |
- 5 Star Wealth Manager
- Chamber of Commerce Community Leadership and Service Award
- Kiwanian of the Year
- Outstanding Young Man of the Year
- Noted in numerous Who's Who publications
|
