Michael Ehlenbeck

Financial Advisor at Core Wealth Advisors, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2022
    - Sep, 2024
  • The Chartered Retirement Plans Specialist℠ or CRPS® Professional Designation
    College for Financial Planning
    Apr, 2017
    - Sep, 2024
  • Series 65 Securites License
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2016
    - Sep, 2024
  • Florida, Real Estate Sales Associate
    Florida Department of Business and Professional Regulation
    Oct, 2014
    - Sep, 2024

Experience

  • Core Wealth Advisors, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • May 2017 - Present
  • CPS Investment Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Retirement Plan Specialist
      • Aug 2015 - May 2017
  • United Way of Central Florida
    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Resource Development Director
      • Apr 2014 - Jul 2015

      Establish and implement appropriate high-level strategic plan for effective campaign fundraisingMonitor Resource Development activities and results to identify opportunities and develop appropriate responsesMentor associates and volunteers, sharing knowledge and experience while keeping an open-door policyResponsible for coordinating all Resource Development events with Marketing DepartmentServed as Young Leader Society staff liaison, leading meetings and group discussions

    • Senior Resource Development Manager
      • Jul 2012 - Mar 2014

      Supervised Loaned Executives by pairing them with accounts to fit their strengths and managing their progressDeveloped training program for United Way Loaned Executives and managed training efforts

    • Resource Development Manager
      • Apr 2009 - Jun 2012

      Fostered and built relationships with local businesses to maximize giving and fully effectuate the mission of UWCFEvaluated current and historical data with local CEO’s to implement appropriate work place campaign strategies

    • Loaned Executive
      • Aug 2008 - Dec 2008

      Collaborated with United Way and local business leaders daily to conduct campaign support tasks and to coordinate employee campaign presentations, gaining Public Speaking, Networking and Sales experience Collaborated with United Way and local business leaders daily to conduct campaign support tasks and to coordinate employee campaign presentations, gaining Public Speaking, Networking and Sales experience

Education

  • Florida Southern College
    Bachelor of Science, Business Administration; Financial Management
    2004 - 2008

Community

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