Michael C. Whitman,  CFP<sup>&reg;</sup> - Financial Advisor

Michael C. Whitman, CFP®


Managing Partner

Millennium Planning Group

106 Millbrook Dr
Pittsboro, NC 27312-8890
(919) 335-4744 CONNECT WITH Michael
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Michael Whitman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Millennium Planning Group in Pittsboro, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer

Investments and Advisory services offered through registered representatives of Lincoln Financial Securities Corporation (LFS), Member SIPC. Millennium Planning Group and LFS are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources