Mike Saxena, CFP®, BBM, CDFA

Senior Investment Advisor, IPC Securities Corporation

Mike started in 1983 with a major U.S. Bank in their accounting and treasury areas. In 1988, he was inspired to transfer into the financial services industry and has been serving clients in this field ever since. Mike has over 25 years in the industry and his education includes designations as a Certified Financial Planner professional (CFP), Certifi ed Divorce Financial Analyst (CDFA), as well as a business degree.

The branch specializes in Estate, Retirement, Insurance, Pension and tax strategies for individuals and business owners. They also have access to Mortgage brokers, Bank lenders, estate and realty lawyers and accountants.

The branch’s mantra is to help our clients “Live their Dreams”.