Studying for his MBA
Awarded Trilogy’s Circle of Excellence* & 5 Star Wealth Manager**
Make A Wish, Colorado Board Member
Certified Personal Trainer & Rescue Scuba Diver
Recently wrote a book
Will video conference with clients to make it easier
As Trilogy Financial’s Chief Strategy Officer, Mike Broker, CFP, understands the need to work diligently in the moment to build something great for the future. Starting his career with Trilogy in the beginning stages of the Great Recession of 2008, he quickly gained great experience helping clients recover and get ahead during a difficult time. Author of the book, Fit Financial Approach, he utilized his background as a Certified Personal Trainer to coach his clients and team members to great success, paving the way to his role as Managing Vice President of Trilogy’s Denver office. Mike’s desire to help others achieve their goals runs through all that he does.
His current role as Chief Strategy Officer provides him a larger platform to highlight the noble work of the financial advisor. From overseeing the tools used for Trilogy clients to building out the path for the firm to innovate and grow, his vision and fortitude are ensuring that Trilogy continues to provide exceptional service and value to our clients. Additionally, Mike, who has his MBA from the University of Denver, has been featured in local and national publications including 9News Denver, fiduciarynews.com, and Forbes Magazine for his expertise and insights in financial planning and wealth management.
On a personal note, Mike currently serves as a member of the Board of Directors for Make a Wish, Colorado to continue to help others achieve dreams they believe may be out of reach. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 7, 24, and 63 Registrations with LPL Financial, as well as his Life and Health Insurance License.
* The Circle of Excellence is an exclusive conference for Trilogy Financial Advisors. Invitations are given to 20% of Trilogy advisors based on annual production.
**Award based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Awarded by a company called Five Star.
Millennials are characteristically known as the largest, best-educated and most diverse generation in U.S. history. However, saving for retirement, budgeting and establishing and maintaining a financial plan remains a challenge for millennials, according to the National Institute on Retirement Security.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.