Michael Estrada
Charlotte, North Carolina,United States
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Michael Estrada is a seasoned Certified Financial Consultant (CFC) with over fifteen years of experience in the financial services industry. He specializes in comprehensive financial planning, investment management, retirement strategies, and risk assessment for individuals, families, and small business owners. Michael is dedicated to understanding his clients' unique financial goals and crafting personalized strategies to help them achieve long-term financial security and growth. He is known for his client-centric approach, ethical practices, and ability to explain complex financial concepts in an accessible manner, empowering clients to make informed decisions. His expertise covers a broad range of financial products and services, ensuring tailored advice for diverse financial situations.
Professional Summary
Michael Estrada's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Consultant (CFC) Designation
Earned the prestigious Certified Financial Consultant designation, demonstrating advanced knowledge and expertise in financial planning, investment principles, and ethical conduct through rigorous coursework and examination.
Consistent Top Performer in Client Portfolio Growth
Recognized multiple times within previous roles for achieving exceptional results in growing client investment portfolios while managing risk effectively.
Financial Literacy Advocate
Actively involved in community initiatives and workshops aimed at improving financial literacy and empowering individuals with the knowledge to manage their finances better.
Educational Background
Bachelor's Degree, English
Humboldt State University - Year 2010
Emergency Medical Technician, Emergency Medical Technology/Technician
Unitek College - Year 2013
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Company Overview
Simpli.fiSimpli.fi is a leading programmatic advertising and agency management software platform. They empower advertisers and agencies to target specific audiences with precision across various digital channels using unstructured data, offering solutions for CTV, mobile, display, video, and social advertising. Their platform emphasizes localized programmatic capabilities and workflow automation to help businesses of all sizes optimize their advertising spend and achieve better campaign performance.
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