October 21st, 10am PST
Do you have a comprehensive picture of your current finances as well as your financial goals for the future? Have you put a strategy in place to achieve those goals? There are a number of elements involved in creating a balanced financial plan. Having a trustworthy financial team or advisor from which to gain resources and advice can go a long way. In this webinar, FinDec’s CIO and CEO will talk you through the initial steps to take and key things to keep in mind when developing a financial plan.
Michael Edwin Lee is the president and Chief Executive Officer of FinDec and has been employed with the company in some capacity for nearly 25 years. Michael is most passionate about helping clients achieve goals they thought were not achievable. Specifically, he provides the resources to FinDec advisors so they can deliver and help clients reach aspirational financial goals. He loves to mentor people and provide leadership and direction in their careers. Michael’s leadership skills were sharpened through years of serving his country. He obtained the rank of Major, spending 13 years as a military police officer in the United States Army after graduating from college. He also served three years as a civilian law enforcement officer. Michael holds a BS in history from CSU Stanislaus and a Master’s in business and organizational security management. He is passionate about his family and living life to the fullest.
A financial professional for nearly 20 years, Tolen has spent seven years on the FinDec leadership team helping people make sound financial decisions. Tolen takes great pride in helping individuals and families develop financial security so they can focus on their interpersonal desires and goals. Very few financial professionals are both certified financial advisors and certified financial planners. Having both means Tolen brings a diverse background and understanding of how to work with both corporate clients and individual investors.
He has a track record of retaining clients and building on those relationships — clients regularly note that they fully trust him and will follow his advice wholeheartedly.
Tolen is a teacher at heart — it is something he is passionate about; he brings that teaching spirit into every meeting he has with clients and every conversation with his team members. In fact, he’s a surprisingly good coach of his kids’ sports teams.
From an early age, Tolen had an inkling that he wanted to help people plan for their financial futures. He fell in love with the stock market as a junior in high school, and his entire undergraduate and graduate education focused on financial planning and investment management. But he also had an upbringing that showed him a variety of people and backgrounds. He grew up in a very diverse environment and went to a performing arts school from the fifth grade through the end of high school. He can relate to people from all walks of life. He is an unbiased professional who can objectively see situations from all sides. It’s this centeredness, along with humility, that allows him to provide unbiased advice that’s always in the best interest of clients.
Tolen holds a BS in business administration and management from Northern Arizona University and MS in financial planning and services from The American College. He spends his free time with his family and also enjoys music, photography and a fine glass of whiskey paired with a cigar.