Michael C. Whitman, MBA, CFP®
advicer.bio/michaelwhitman

Michael C. Whitman, MBA, CFP®

Virtual Financial Planner

Verified advisor · CFP® · CRD 5738461Advicers member
Millennium Planning Group, LLCFounder
Listed in People
Financial Advisor
#291LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20262,368followersMessage MichaelContact Michael on LinkedIn
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Tools in my stack
Slant
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +2 more
CurrentClient
Client Texting
RightCapital
Financial Planning
SEI
Custodial Platform, TAMP
fpPathfinder
Advice Engagement
+6 more
Zoom
Video Meetings & Messaging
Snappy Kraken
Digital Marketing, All-in-One Marketing
Comply
Compliance, Compliance Consulting
Google Workspace
Email & Office Suites
Google Gemini
AI Platforms
Calendly
Schedule Apps
No longer using: Redtail, Pulse360 (Shutting down Oct 2026), eMoney, PreciseFP, GReminders, MyRepChat, Holistiplan, AdvicePay, Zoom Phone, Zapier, Nitrogen, Wealthbox
0
Events coming up
0
Books, pods, letters
0
Things I'm open to