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 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 Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) for 2019. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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.