Michael Giudici
Senior Director, Wealth Management
Mike is a Senior Director of Wealth Management at Choreo, based in the Davenport, Iowa office. With over 12 years of experience, he specializes in advising business owners, high-net worth-individuals and their families on achieving their financial goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Mike is dedicated to simplifying the complexities of wealth, helping clients make informed decisions and ultimately leading more fulfilling lives.
He works closely with each client to develop personalized financial plans that address investment strategy, balance sheet management, and cash flow optimization. His keen attention to detail ensures that every aspect of a client's financial plan is carefully implemented and continuously monitored. His areas of expertise include wealth building, retirement planning, estate transfer, college education planning and tax strategies.
Before joining Choreo, Mike spent over five years at Scottrade as an Investment Consultant & Stockbroker Intern, gaining experience in investment management and client service. His passion for learning and teaching empowers clients with the knowledge they need to navigate their financial futures with confidence.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- Certified Financial Planner
- Financial Planning Association, Eastern Iowa chapter
- Quad Cities Area Estate Planning Council
EDUCATION
- B.A. in Finance, Economics and Philosophy, Saint Ambrose University
- M.B.A. with Finance concentration, University of Iowa
