Michael Kline (CFP®)

Michael Kline focuses in the
following client markets or areas of practice:

  • Annuities
  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving

Planning Specialties

As a Senior Wealth Manager at Budros, Ruhlin & Roe, Michael knows that achieving financial independence takes time and sacrifice.  He is passionate about helping his clients maximize, protect and ultimately, enjoy the culmination of their life’s work.  He consistently leverages his 20+ years of experience in the financial services industry to assist clients in all facets of personal finance, including portfolio management, retirement planning, estate planning, tax planning and risk management.

 

Michael joined Budros, Ruhlin & Roe, Inc., in 2004 after spending 6 years with a large mutual fund services firm.  He holds a Bachelor of Science degree from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER™ certificant.  He is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the Worthington Estate Planning Council.  He was named a Five Star Wealth Manager* in 2018 and 2019.

 

Originally from Northeast Ohio, Michael now resides in Dublin with his wife and two sons.  When not in the office, you can usually find him on a walk with his wife, attending his sons’ games, working on a small home improvement project, or in his driveway, still trying to perfect his jump shot.

 

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of our company website.

NAPFA Start Date

October 02, 2007

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This Office

1801 Watermark Dr Ste 300 Columbus, OH 43215-7088 Phone: (614) 481-6900 Fax: (614) 481-6919