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

Michael C. Whitman, CFP®

MBA,

Managing Partner

Millennium Planning Group

1011 S Hamilton Rd, Ste 300
Chapel Hill, NC 27517
FINANCIAL ADVISOR'S WEBSITE
(919) 335-4744 CONNECT WITH Michael
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General

Michael Whitman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Millennium Planning Group in Chapel Hill, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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

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