Michael Eppler, CFPFirst Vice President - Investments
Michael has been with Wells Fargo Advisors since 2012 and has extensive experience helping clients build an investment plan to support their future. Specifically, he works with families to identify their goals, objectives and risk tolerance, and then implements an investment strategy that helps them to achieve their goals with the least amount of risk possible. Michael also utilizes the Wells Fargo Advisors' Envision® planning process. The Envision process combines personal goal-setting with innovative technology and statistical strategies. The result is an easy-to-understand method for clients to prioritize and pursue important life goals.
Michael was named as a Forbes Next-Generation Best-In-State Wealth Advisor for 2019. Forbes' ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional, a distinction that reflects his completion of advanced studies and successfully passing the CFP® Certification Exam. He received his Bachelor's of Business Administration (BBA) degree from Central Michigan University, with a concentration in Corporate and Personal Finance. He is also pursuing his Masters of Business Administration degree (MBA) from Wayne State University with an expected graduation date of May 2022.
Michael is actively involved in several charitable organizations, including United Way of Washtenaw County, Make-a-Wish® Michigan, Young Leaders Society, and Friends In Deed. He currently lives in Livonia with his wife Tracy.