ASSISTANT: Heidi Luchs-- email@example.com
Mike Brigandi, a registered CFP® and Partner, joined Diversified Asset Planners, INC. in 1990 and has been a Vice President/Partner since 1994. He brings a wealth of experience and knowledge to his role as a financial advisor with his degree in Business Administration, Accounting from The Pennsylvania State University. He is a Registered Representative with J.W. Cole Financial, Inc. and an Investment Advisor Representative with J.W. Cole Advisors. Mikes education and experiences allow him to provide guidance to his clients and help make the correct choices for a secure financial future.
A comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Each client’s circumstances are accounted for to be advised accordingly. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, and life insurance.
Mike currently holds 7, 24 & 63 FINRA. In addition; he is licensed with the state of Pennsylvania to offer both life insurance & Investment guidance.
Mike is married with two children. When he’s not spending time with his family, he spends his time on the golf course surrounded by his friends and business partners. He assists with the Housing Transition in State College; supporting families who come to the area in need of temporary housing. He has been assisting this organization for many years and plans on continuing his efforts within the community.