Michael F. Gacek, CLU, Senior Wealth Manager

Michael Gacek is a Senior Wealth Manager at Wealth Preservation Partners, LLC. He joined the firm over 15 years ago and has specialized in helping individual clients and small businesses coordinate all aspects of their estate, insurance, and investment planning. He accomplishes this by developing comprehensive and thoughtful strategies using a holistic approach based on the individual’s time frame and personal comfort level for risk. Before joining Wealth Preservation Partners, he held several positions as a financial analyst at IBM and was involved in plans consolidation, accounting, and pricing of multi-million dollar data center outsourcing contracts.

Mike received a BS in finance and economics from Syracuse University and an MBA from the University of Connecticut. He holds the Charter Life Underwriter (CLU) designation and Series 7, 24, 63 and 65 licenses. He is also a member of the Board of Directors at New Foundations, Inc., a non-profit group home based in Wolcott, CT. Mike resides in Burlington with his wife Wendy and children Jack and Emma. During his spare time he is an avid fisherman.

Disclaimer

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.
Wealth Preservation Partners, LLC is independently owned and operated.

Wealth Preservation Partners, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.