Michael Kimmel

Background

About Michael Kimmel

Michael Kimmel, CFP® is a Senior Financial Advisor and Partner at Greenspring Advisors, an independent boutique wealth management firm that provides objective and personalized financial planning and evidence-based investment strategies. Mike believes in a holistic approach to wealth management, considering all aspects of a client’s existing circumstances and goals to build tailored financial plans and investment strategies. Working at Greenspring allows him to work in an environment where clients’ needs are put first. Building new client relationships and managing existing ones, Mike provides thoughtful, comprehensive guidance on a wide array of interconnected wealth management concerns. In addition to advising clients, Mike serves as a leading member of Greenspring’s Investment and Financial Planning committees. Mike earned a Bachelor of Arts in Psychology from the University of Michigan and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a graduate of the G2 Leadership Institute, class of 2017. He also previously served on the board of directors of the Estate Planning Council of New York City. E-mail: michael.kimmel@greenspringadvisors.com Phone: 212-971-9241 Specialties: Financial planning | wealth management | business development | equity compensation | investment management | retirement income | life insurance planning | long-term care | succession planning | tax planning | estate planning | retirement planning | investment analysis | investment strategy