Michael Livingston is a Financial Planner with over 25 years of experience focusing primarily on retirement planning and asset management. Prior to Eisenzimmer Financial Services and Fountain Square Asset Management, he was with a boutique firm where he implemented and improved the Wealth Management offering for many successful CPA and estate planning law firms. Michael also spent over 10 years with Fidelity Investments where he served as the Regional Retirement Consultant in New Jersey. In this role, Mike provided retirement planning services to employees of emerging and large companies such as BP, Exxon, Ford, Gannett, IBM, GE, and Verizon. Michael has his Certified Financial Planner designation and is a graduate of the University of Kentucky College of Business and Economics.
Michael believes a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right solutions. A commitment to professionalism and the cooperative development of unique personal goals forms the foundation of any strong financial plan.
Michael, his wife Deborah, and daughter Madeleine reside in Wilder, KY. In his free time, he enjoys golf, coaching youth sports, and attending theater/sporting events with the family. Mike has served as an Adjunct Professor of Business and Economics and currently serves on the Advisory Board for Gateway Technical and Community College Business School.
The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements
Advisory services offered through Fountain Square Asset Management. Securities offered through Concourse Financial Group Securities (CFGS) a Registered Broker-Dealer Member FINRA/SIPC. Securities and Insurance products offered are not bank deposits, have no bank guarantee, are not FDIC Insured, and may involve loss of principle. Eisenzimmer Financial Services, Inc. and Fountain Square Asset Management are independent of CFGS, Inc.