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Michael C. Whitman, MBA, CFP®
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Michael C. Whitman, MBA, CFP®

Virtual Financial Planner

Verified advisor · CFP® · CRD 5738461
Advicers member
Millennium Planning Group, LLCFounder
Niche
I work with my clients 95% virtually, but do have a local presence for those who still want to come to an office.
Listed in People
Financial Advisor
LinkedInUpdated Oct 20262,368followersMessage MichaelContact Michael on LinkedIn
Know someone who needs help? Introduce them to Michael →A CPA or attorney? How referrals work →
Who Michael works with
Business ownersEstate and legacy planningTax planningCaregivers and aging parentsBlended familiesArtists and creatorsNurses and healthcare workersPhysicians and dentistsReal estate agentsRetirees and pre-retireesFreelancers and the self-employedTeachers and educators
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Tools in my stack
SEI
Custodial Platform, TAMP, Investment Data/Analytics +1 more
RightCapital
Financial Planning, Retirement Planning, Estate Planning +6 more
DocuSign
E-Signature
Adobe Sign
E-Signature
Slant CRM
Digital Onboarding, Client Meeting Support, Client Data Gathering +3 more
+10 more
Comply
Compliance, Communications Archiving/Monitoring, Compliance Consulting
Calendly
Schedule Apps
CurrentClient
Client Texting, Phone & VoIP
Snappy Kraken
Digital Marketing, Email Newsletters, Website Builders +3 more
Trust & Will
Estate Planning, Outsourced Estate Document Preparation
EncorEstate Plans
Estate Planning, Outsourced Estate Document Preparation
fpPathfinder
Advice Engagement
Google Gemini
AI Platforms
Zoom
Video Meetings & Messaging
Google Workspace
Email & Office Suites
No longer using: Redtail, 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

News

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