Mike Wren (CFP®)
Planning Specialties
Mike Wren joined Legacy in 2014 as Legacy’s second CERTIFIED FINANCIAL PLANNER™ practitioner. He draws from nearly 20 years of experience in financial planning and is one of Legacy’s managing principals.
Mike’s specialty is helping divorcees through the process of regrouping and maintaining control. He works closely with legal professionals to assist in the complex financial decisions that need to be made during and after divorce.
Additional Information
Mike graduated from Seaton Hall University in 2001. Because of his interest in what makes us all behave as we do, he majored in social and behavioral science. His understanding of why and how decisions are made gives him a valuable perspective on financial management that few other advisors possess.
His credentials include:
- CERTIFIED FINANCIAL PLANNER™
- CDFA® (Certified Divorce Financial Analyst)
- Series 66 Securities License
When not at the office or serving on the Board of Directors for the Financial Planning Association of Greater KC, he enjoys playing golf, watching the Chiefs and Royals, and spending quality time with his wife and two children.
Schedule a time to chat with Mike here.
NAPFA Start Date
May 17, 2021
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