Mike Wapner

Financial Advisor

P163 Mike Wapner

Mike Wapner’s purpose for his work as an independent financial advisor is for his clients to be comfortable with their current financial situation and confident in their plans for the future. Mike believes having a Financial Plan to guide decision-making around major goals, such as educating your children and having the kind of retirement you want, as well as informing proper investment strategies, is key to long-term success.

Mike has a special interest in Environmentally Friendly and Socially Responsible investing. He wants people to know that they can align their money with the issues they're passionate about without necessarily sacrificing financial return.

Mike has worked for organizations as diverse as Motorola, where he marketed wireless data and digital cellular networks, and an energy efficiency nonprofit, where he was Director of Finance.

Mike earned his BS in Operations Research and Industrial Engineering from Cornell University and his MBA from Northwestern University’s Kellogg School of Management. Mike has also earned a Certificate in Financial Planning from DePaul University.

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