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

Michael Metzger, CFP®

Lifepoint Financial Design

159 W. Broadway, Suite 200
Salt Lake City, UT 84101

Lifepoint Financial Design

956 Walnut St.
San Luis Obispo, CA 93401
FINANCIAL ADVISOR'S WEBSITE
(801) 341-9156
805-234-7288
CONNECT WITH Michael
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General

Michael Metzger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lifepoint Financial Design in Salt Lake City, UT and the surrounding communities.

Financial Advisor Overview

As the Founder of Lifepoint Financial Design, I’m a forward-thinking CERTIFIED FINANCIAL PLANNER™ who specializes in high-income earning professionals and entrepreneurs, primarily Realtors®, who embrace bold and visionary plans to live a rich, rewarding life both now..and in retirement. With offices in Salt Lake City, UT and San Luis Obispo, CA, I serve clients across with the country with the most cutting edge technology available.

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Financial Advisor Experience

As the Founder of Lifepoint Financial Design, I’m a forward-thinking CERTIFIED FINANCIAL PLANNER™ who specializes in high-income earning professionals and entrepreneurs, primarily Realtors®, who embrace bold and visionary plans to live a rich, rewarding life both now..and in retirement. With offices in Salt Lake City, UT and San Luis Obispo, CA, I serve clients across with the country with the most cutting edge technology available.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Plans Specialist (CRPS®)

Insurance Licenses

  • Life insurance: CA, UT
  • Fixed annuities: CA, UT
  • Variable annuities: CA, UT

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Michael Metzger CA Insurance LIC# 0H86440 is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Business Taxes, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Disaster Recovery, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources