Michael R. Collie,  CFP<sup>&reg;</sup> - Financial Advisor

Michael R. Collie, CFP®

AIF®, CKA®

Collie Financial Planning, Inc.

103 Black Mountain Ave, Suite 12
Black Mountain, NC 28711

Collie Financial Planning, Inc.

103 Black Mountain Ave, Suite 12
Black Mountain, NC 28711
FINANCIAL ADVISOR'S WEBSITE
(828) 654-8830

General

Michael Collie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Collie Financial Planning, Inc. in Black Mountain, NC and the surrounding communities.

Financial Advisor Overview

Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor that provides comprehensive financial planning and investment portfolio management services to individuals and businesses and retirement plan services to small and medium sized businesses.

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Financial Advisor Experience

Collie Financial Planning, Inc. was founded in 2005 by Michael Collie, CFP®, AIF®, CKA®. Michael is the sole principle owner of Collie Financial Planning, Inc.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Kingdom Advisor

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources