Michael  Kremer,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Kremer, CFP®

President

TheraWealth

1560 E Southlake Blvd., Ste 100
Fort Worth, TX 76092
FINANCIAL ADVISOR'S WEBSITE
(682) 593-9979 CONNECT WITH Michael
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General

Michael Kremer is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at TheraWealth in Fort Worth, TX and the surrounding communities.

Financial Advisor Overview

As a child of a physician and nurse practitioner, my parents taught me the value of serving others. As a result, I grew up looking for ways to help others and give to those around me. The act of serving others and seeing the positive impact on their lives is what gives me the greatest joy. Working with people in the medical community allows me to work with people who have the same passion that I do, and to give back to those who give so much to our community. With 18 years of experience, I help medical professionals to create customized plans that allow them to protect what's most important to them (their families, their homes, their businesses, and their incomes) and invest for their future education and retirement needs so they can have a greater impact in the lives of those around them. I am a Certified Financial Planner Professional™ and Financial Adviser: offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser Agent, New York Life Insurance Company Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 777 Main St, Suite 3800 Fort Worth, TX 76102 [email protected]

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Financial Advisor Experience

Certified Financial Planner™ and Financial Advisor with 18 years of experience in Financial Services

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Disclaimer

Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Agent, New York Life Insurance Company Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency LLC, (Member FINRA/SIPC)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family

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