Wealth Strategist
Michael Toole
Michael is currently a Wealth Strategist and CERTIFIED FINANCIAL PLANNER™ (CFP®) at AWM Capital, specializing in comprehensive financial advice for ultra-high net worth individuals and families.
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About Michael
Michael is a Wealth Strategist and a CERTIFIED FINANCIAL PLANNER™ (CFP®) at AWM Capital. Prior to joining AWM, he spent four years as a Financial Planner for one of the largest RIAs in the country where he specialized in providing comprehensive financial advice to individuals & families of ultra-high net worth.
Michael is motivated by the connections that result from being engrained in the financial lives of his clients and finds life in helping people implement tangible action to better their futures and legacies.
Education & credentials
Michael received both a Bachelor of Business Administration degree in Finance and a Master of Science degree in Financial Planning from the University of Georgia.
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