Michael Foy

Background

About Michael Foy

Experienced Financial Planner, Team Leader, and Wealth Advisor with a 15 year history of helping clients achieve their financial goals through trust and understanding. I currently provide comprehensive plans and wealth strategies for my clients no matter their situation. I also have a history of developing and leading a team of advisors to provide financial planning and investment strategies. Clients include individuals, families, business owners, and executives. I provide all roles of planning including investment management, retirement income strategies, risk management, estate planning, and retirement plan planning for businesses. Skills include: Managing an Advisory Team, Financial Planning, Customer Relationship Building, Portfolio Management, and Wealth Management. CFP® certified and 6 FINRA licenses including Series 9 & 10 with a Bachelor’s Degree focused in Finance from University of Missouri-Kansas City. Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment advisor. Products offered through CuFi: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. This site is intended only for residents of the states in which CuFi and the listed financial representative are licensed. Visit cu.financial/disclosures to read CuFi’s Electronic Communications Guidelines.