Mike CFA

Director of Research, Investment Committee Chair at FBB Capital Partners - Bethesda, MD, US

Mike CFA's Colleagues at FBB Capital Partners
Jackie CFP

Associate Portfolio Manager

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Jaime CFP

Senior Portfolio Manager

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Mike Bailey

Author of Stop. Think. Invest. (2022) and Director of Research

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Katy Roediger

Client Service and Marketing Associate

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Mike CFA's Contact Details
HQ
301-657-8870
Location
Company
FBB Capital Partners
Mike CFA's Company Details
FBB Capital Partners logo, FBB Capital Partners contact details

FBB Capital Partners

Bethesda, MD, US • 20 - 49 Employees
Financial Services

It's Personal.At FBB Capital Partners, we are stewards of our clients'​ assets, and we invest solely to meet our clients'​ objectives. We believe that a smart investment plan should focus on both current income requirements and long-term capital appreciation, with an emphasis on long-term wealth management. Most importantly, each investor has unique personal spirations and preferences - and those factors should be reflected in their investment portfolios. FBB Capital Partners is structured to provide professional investment advisory services on a fee-only basis.We are a privately held firm. While the wealth management industry becomes increasingly corporate, FBB continues to operate privately. Our independence allows us to focus on our clients instead of corporate issues.https://www.fbbcapitalpartners.com/important_disclosures/

investment advisors for families and individuals investment advisors for estates and trusts investment advisors for retirement plans and pensions investment advisors for foundations and endowments Financial Services Financial Advisory Services
Details about FBB Capital Partners
Frequently Asked Questions about Mike CFA
Mike CFA currently works for FBB Capital Partners.
Mike CFA's role at FBB Capital Partners is Director of Research, Investment Committee Chair.
Mike CFA's email address is ***@fbbcapitalpartners.com. To view Mike CFA's full email address, please signup to ConnectPlex.
Mike CFA works in the Financial Services industry.
Mike CFA's colleagues at FBB Capital Partners are Jackie CFP, Jaime CFP, Gretchen Lee, Cazu Barroz, Susan Fulton, Mike Bailey, Katy Roediger and others.
Mike CFA's phone number is 301-657-8870
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