Mike
Agan
CFP®, ChFC®
Here to act in your best interests
About me
I am fortunate to work for a firm that inspires my passion for helping people accomplish their financial and retirement goals. I absolutely love my job! Outside of work, my other passion is fitness and helping people live a healthy lifestyle.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Education
Bachelor of Arts, Capital University
Visit one of our Locations
Columbus I - Columbus
8800 Lyra Drive
Suite 220
Columbus, OH 43240
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
