Michael R. Brown

Mike has been delivering financial consulting services to institutional clients since 1993.

He previously worked at IBM and joined Clearpoint Financial after fourteen years of experience at Morgan Stanley and Smith Barney, where he was a Corporate Client Group Director of 401k. He has authored articles on retirement benefit plans and is a frequent public speaker. Mike earned a Bachelor of Arts Degree in Business Administration – Marketing from the University of Alaska, Anchorage and spent two years during his undergraduate experience living in Venezuela. He is a Chartered Retirement Plan Specialist (CRPS), Accredited Investment Fiduciary Advisor (AIF) and holds the Series 7, 63 and Series 65 Registered Investment Advisor licenses. Mike and his wife reside with their two children in Kirkland, WA.