Mike Hostetler
Kennesaw,GA
Summary
Results-oriented financial professional with proven relationship-building and problem-solving capabilities. Committed to exceeding expectations in fast-paced environments while fostering partnerships across diverse demographics and management levels. Recognized as Elevate Award winner for leadership, business growth, and workplace enhancement.
Overview
10
10
years of post-secondary education
36
36
years of professional experience
Work History
Financial Advisor
Allworth Financial
Kennesaw, Georgia
05.2024 - Current
Managed over 200 HNW households and more than $300M AUM
- Evaluated market trends to deliver targeted investment advice, driving informed decision-making for clients.
- Performed regular portfolio reviews to assess performance and recommend strategic adjustments, optimizing clients' investment outcomes.
- • Crafted personalized financial plans aligning with clients' individual goals, enhancing client engagement and satisfaction.
Varsity Assistant Coach
Mount Paran Christian School
Kennesaw, Georgia
01.2024 - Current
- Organized and led practice sessions to improve team performance and cohesion.
- Collaborated with head coach on game strategies and player evaluations.
- Assisted in developing training plans for student-athletes' skill enhancement.
- Observed practices to provide feedback on player performance and technique improvement areas.
- Promoted school's philosophy and sports mission by encouraging team-oriented mentality and good sportsmanship.
Certified Financial Planner
Capital Insight Group
03.2009 - 01.2024
- Developed financial plans tailored to high-net-worth clients' unique needs
- Provided comprehensive wealth management services encompassing investment, tax, and estate planning strategies
- Managed investment portfolios for diverse clients
Assistant Coach - Pitching
Mt Paran Christian School
Kennesaw, Ga
01.2012 - 01.2016
Certified Financial Planner
Merrill Lynch
08.2002 - 03.2009
Controller
The Walker School
01.1998 - 01.2002
Pitcher
Atlanta Braves
01.1991 - 01.1998
Education
Bachelor of Science - Industrial Management
Georgia Institute of Technology
Atlanta, GA 09.1989 - 12.1999
Skills
- Wealth management
- Investment Portfolio Management
- Tax planning
- Estate planning
- Insurance planning
- Client acquisition
- Client retention strategies
Personal Information
Title: CFP at Capital Insight Group
Activity
Title: CFP at Capital Insight Group
Timeline
Financial Advisor
Allworth Financial
05.2024 - Current
Varsity Assistant Coach
Mount Paran Christian School
01.2024 - Current
Assistant Coach - Pitching
Mt Paran Christian School
01.2012 - 01.2016
Certified Financial Planner
Capital Insight Group
03.2009 - 01.2024
Certified Financial Planner
Merrill Lynch
08.2002 - 03.2009
Controller
The Walker School
01.1998 - 01.2002
Pitcher
Atlanta Braves
01.1991 - 01.1998
Bachelor of Science - Industrial Management
Georgia Institute of Technology
09.1989 - 12.1999