Michael Livingston is a Financial Planner with over 20 years of experience focusing primarily on retirement planning and asset management. Prior to Eisenzimmer Financial, 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 their free time they enjoy golfing, travel, theater and attending sporting events. Mike is also an Adjunct professor of Business and Economics.
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
Michael Livingston is a Registered Representative (and Investment Advisor Representative) of ProEquities, Inc. a Registered Broker/Dealer(Registered Investment Advisor) and Member FINRA/SIPC. ProEquities, Inc. home office is located at 2801 Highway 280 South, Birmingham, Al 35223. Please be advised that presently, Michael Livingston holds Series 6,7,9.10,63,and 66 licenses and is an investment advisor representative of Proequities, Inc. a Registered Investment Advisor with the SEC. Licenses are held in OH,KY, and IN. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Michael Livingston before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Eisenzimmer Financial Services, Inc. has held a Financial Services agreement with the Greater Cincinnati Credit Union to provide financial planning and investment advisory services for the past 18 years. Eisenzimmer Financial Services, Inc. is not affiliated with the credit union and is independent of ProEquities, Inc