Michael Hollen

Background

About Michael Hollen

As a financial advisor and equity compensation plan specialist I have assisted executives with Fortune 500 companies in achieving their financial planning and investment management goals. With over twenty years of experience in the financial services industry, I have developed a diverse knowledge of financial markets and products, as well as a passion for building and maintaining long-term client relationships. My core competencies include asset allocation, stock equity compensation planning for publicly traded companies, retirement income planning, financial risk management advice and delivering personalized and white glove tailored solutions to meet the unique needs of each client. I hold the Certified Equity Professional (CEP) designation, a credential which demonstrates my expertise and commitment in the field of equity compensation. My mission is to empower my clients with the tools and resources they need to plan and grow their wealth. I live in Salt Lake City with wife and daughter.