Michael Livingston CFP®
Phone: 513-729-6910
Email: michael.livingston@queencityadvisors.com
Mike Livingston is a Financial Planner with 16 years of experience focusing primarily on retirement planning. Prior to Queen City Financial Advisors, he was with a boutique firm where he implemented and improved the Wealth Management offering for many successful CPA and estate planning law firms. Mike also spent over 10 years with Fidelity Investments where he served as the Regional Retirement Consultant in New Jersey. In this role, Mike provided retirement planning services to employees of emerging and large companies such as BP, Exxon, Ford, Gannett, IBM, GE, and Verizon. Mike has his Certified Financial Planner designation and is a graduate of the University of Kentucky College of Business and Economics.
Mike believes a cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right solutions. A commitment to professionalism and the cooperative development of unique personal goals forms the foundation of any strong financial plan.
Mike and his wife Deborah reside in Wilder, KY. In their free time they enjoy golfing, travel, theater and attending sporting events.
The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.