Michael Thomas Rundlett, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

 

Michael Rundlett is managing advisor and sole owner of Mike Rundlett Financial Services, and is a Registered Representative with LPL Financial, an independent Broker/Dealer and Registered Investment Advisor.  Mike has extensive experience and formal training in financial and investment practices, earning and maintaining the CFP® and AIF® designations, along with various insurance and investment licenses.

Mike has provided consultation to individuals and small business owners across the United States since 1991.  His experience owning two businesses gives him particular insight into the issues facing today's small business owners.

In addition, Mike is active in numerous civic and charitable organizations, including high school football.  Among his favorites are:

• Aztec Athletic Foundation
• Foothills Christian High School Knights Football
• San Diego Leadership Forum
• San Diego State University Basketball
• The Leadership Institute

Other organizations of which Mike is either a member or supporter:

• Family Heritage Foundation
• FBI Citizens Academy Alumni Association
• Kingdom Advisors
• The Heritage Foundation
• The Masters Program

A native San Diegan, Mike is married to his high school sweetheart and lives in Crest.  Mike and Mindy are the proud parents of two sons and a daughter, and are especially pleased to enjoy their three grandchildren.

Licenses, Certifications and Affiliations

Mike is a CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional.

Mike has earned the Accredited Investment Fiduciary ® or AIF® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Center for Executive Education.  He has received formal training in investment fiduciary responsibility.

Registered to sell: Stocks, Bonds, Options, Mutual Funds, Fixed and Variable Annuities, Life, Health, and Disability Insurance CA Insurance Lic #0822509

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC

Career History

Mike has been in the career field of financial planning since 1991.

Registered Representative with LPL Financial, an independent Broker/ Dealer and Registered Investment Advisor.

Former Investment Advisor Representative for Financial Foundations, Inc., a Registered Investment Advisory firm since 1979.

Former Advisor for CIGNA Financial Advisors, Inc., a national financial planning firm; former Registered Representative for CIGNA Securities, Inc., a Registered Broker/ Dealer and Registered Investment Advisor.

Education

CFP Educational Program, College for Financial Planning

BS Finance, San Diego State University

AS Business Administration, Cuyamaca College

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Center for Fiduciary Studies owns the marks AIF and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.