Mike Sobieski, CFP®, CWS®
Private Wealth Advisor
Phoenix, AZ
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Services Offered
Mike Sobieski is a private wealth advisor for the Private Wealth division of Ronald 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.
Resources
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.