MICHAEL C. WALI, CFP®
Mike has been in the Financial Services industry for over 22 years working with clients to help them plan for the present and future.
His years of experience allow him to offer practical financial advice gained after years of living, learning, and experiencing successes and disappointments through his own financial life and the lives of his many clients. When appropriate, Mike works with CPAs, attorneys, and other professionals to advise clients regarding implementation of financial and legal decisions they may make as a result of the planning process.
Mike’s decision to join Lighthouse Financial Advisors in February of 2009 came after successfully building a solo practice and finding challenges in growing and providing value added services to his clientele. He made a decision to join together with other advisors and after some research, he was referred to Tom and Andy, and the rest they say – is history.
Mike has earned the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in Denver, Colorado. He also has earned the Chartered Financial Consultant (ChFC), the Chartered Retirement Planning Counselor (CRPC), and the Chartered Mutual Fund Counselor (CMFC) designations from The American College in Bryn Mawr, Pennsylvania. Mike attended Montgomery College in Takoma Park, Maryland, and then transferred into the Business School at the University of Maryland in College Park where he majored in Finance.
Mike is originally from Guyana, South America and has lived in the Baltimore/Washington Metro area since 1975. He and his wife Angie of 25+ years live in Mount Airy, Maryland. They have two children and one awesome grandson. Mike is an avid cyclist, riding with the DC Randonneurs and the Frederick Pedalers bicycle clubs.