Michael Sandeen is a Certified Financial Planner who began his career in corporate finance with Smith Barney in 1982. He also worked with Merrill Lynch before joining CIGNA Financial Advisors in 1986. In 1994, Michael began his partnership with Gerrald Giblin. Their practice is focused on providing Integrated Wealth Management Strategies for High Net Worth corporate executives, professionals, and business owners. These strategies typically include addressing issues related to: Retirement Planning, Investment Asset Allocation, Asset Protection Planning, and Multi-Generational Wealth Transfer Planning.
Michael received a BBA from Baylor University in 1981. Michael has been involved with the Baylor Alumni Association, the Houston Symphony, the Houston Golf Association, and numerous other charities including Houston hunger projects as a board member and endowment trustee.
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth,Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Additional insurance services offered through Sandeen & Giblin, who is not affiliated with Osaic Wealth, Inc.