Michael Koenig (CFA, CFP®, ChFC®, CIMA®, JM, MBA)

Michael Koenig focuses in the
following client markets or areas of practice:

AUM

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

The FirsTrust FinancialTeam ( www.financialteam.com) is an independent ensemble of fee-only fiduciaries in Florida with a distinguished history of serving affluent clientele across the world. Clients can customize their own FinancialTeam of experts in the fields of investments, taxes, trusts & estates, and retirement planning..

Additional Information

Michael Koenig entered the financial service industry in 1988 and is the Founding Partner of FirsTrust, LLC. He completed a bachelor's degree in psychology at the University of Maryland, a 2-year graduate certificate in finance at George Washington University, a Juris Master of Law degree from Florida State Univ. College of Law, an associate of the American Bar Association, and holds the CERTIFIED FINANCIAL PLANNER (tm) certification through the College for Financial Planning in Denver, CO.

Each year since 1994, Mr. Koenig completes an average of 25 credit hours of continuing education through the University of Miami School of Law’s Heckerling Institute in Miami, Florida.

Mike has previously served as the CEO of Congressional Financial Corporation in Washington, DC, co-founder of the National Business Advisors Group of Orlando, Chairman of the FirsTrust Advisory Council, and a member of the Board of Directors for both the International Association for Financial Planning and the Institute of Certified Financial Planners.

Mr. Koenig is a candidly outspoken advocate for consumer fairness and transparency in the financial service industry and participates as a NAPFA-Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).

NAPFA Start Date

August 06, 2001

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