A team focused on lifelong returns

Mike Glick, CFP®, CPA, AIF®  
Founder Cape Point Wealth & Tax Management

With more than 20 years of financial management and accounting expertise, Mike assists clients in all aspects of financial and tax planning. His background as a CERTIFIED FINANCIAL PLANNER™ professional and CPA offers you a comprehensive view, with just one point of contact. He will work closely with you to develop customized solutions and strategies that strive to minimize taxes while growing your wealth.

Experience & Background:

  • CERTIFIED FINANCIAL PLANNER™ professional – CFP® Board of Standards Inc. (2009–present)
  • Certified Public Accountant – (1996–present)
  • Accredited Investment Fiduciary® Designee (2011-present)
  • FINRA Series 7, 63, 65 securities registrations (held through Commonwealth Financial Network)
  • Accounting degree, Northwestern University – Illinois (1995)
  • BA – Sociology and Statistics, University of Wisconsin, Madison (1989)
  • Insurance licenses (Life and Disability)

Community Activities:

  • Stroum Jewish Community Center – Former Board and Finance Committee Member (2005–2006)
  • Youth Advancement Through Music and Art – Former Board Member and Treasurer (1997–1999)
  • Family Promise – Former Advisor to Board and Treasurer


 


Fixed insurance products and services, and tax and accounting services, offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.

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This communication strictly intended for individuals residing in the states of AZ,CA,CT,IL,IN,NM,NV,NY,OH,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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