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Michael Sobieski, CFP®, CWS®

Technical Advisor
Phoenix, AZ

Mike Sobieski is a Technical Advisor for the Private Wealth division of Ronald Blue Trust and serves clients out of the branch office in Phoenix, Arizona.

Mike analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining the company, Mike established a fee-only advisory firm in the Phoenix area. Before that Mike contracted with the IBM Corporation as both a Sales Representative and Sales Manager.

Mike earned his Bachelor’s degree from Northern Arizona University. He holds FINRA’s Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Wealth Strategist®.

Mike attends his local church in Gilbert, Arizona, where he volunteers as a financial counselor to his fellow congregants and the surrounding community.

Mike and his wife, Kristi, live in Chandler, Arizona with their three children.

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