Mike Sobieski

Mike Sobieski

CFP®, CWS®
Private Wealth Advisor
Phoenix, AZ
mike.sobieski@bluetrust.com
(480) 820-2660

Mike Sobieski is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the 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 BA from Northern Arizona University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Wealth Strategist® (CWS®).

Mike lives in Chandler, Arizona with his wife, Kristi, and their three children where he volunteers as a financial counselor at his local church and serves on several non-profit and education governing boards.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

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A Message From Our New CEO

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