Mike Gage is a seasoned Financial Advisor at Wells Fargo Advisors, currently holding the position of First Vice President - Investment Officer. With a strong foundation as a CERTIFIED FINANCIAL PLANNER™ practitioner, Mike is dedicated to empowering his clients to live fulfilling lives both during...
Mike Gage is a seasoned Financial Advisor at Wells Fargo Advisors, currently holding the position of First Vice President - Investment Officer. With a strong foundation as a CERTIFIED FINANCIAL PLANNER™ practitioner, Mike is dedicated to empowering his clients to live fulfilling lives both during their working years and into retirement. His mission is clear: to impact his clients' lives through meticulous financial planning, education, and a comprehensive understanding of their unique financial landscapes.
At Wells Fargo Advisors, Mike specializes in crafting tailored retirement income planning strategies that ensure his clients can maintain their desired lifestyle throughout their retirement years. His expertise extends to asset protection strategies and wealth preservation planning, making him a trusted resource for high net worth individuals seeking to secure their financial legacies. Mike is particularly passionate about developing multi-generational wealth transfer strategies, helping families navigate the complexities of passing on their wealth while minimizing tax implications and maximizing benefits for future generations.
In addition to his technical skills in investments and personal finance, Mike is an effective communicator and public speaker, often engaging with clients and community members to share insights on employee benefits and retirement planning. His holistic approach to financial advising not only addresses immediate financial needs but also aligns with his clients' long-term goals, providing them with the freedom to pursue what truly matters in their lives. Through his commitment to education and personalized service, Mike Gage continues to make a meaningful impact in the financial well-being of his clients at Wells Fargo Advisors.
