Michael (Mike) Myers CPWA®
Founder and Principal
Mike has been providing clients and their families with trusted investment advice and personal financial planning for many years. With a strong foundation in portfolio management and modern portfolio theory, he is constitutionally committed to maintaining a long-range perspective, determining a reliable course, and aligning operations to meet objectives.
Before launching Cerulean Private Wealth Advisors, he worked for more than 17 years at Merrill Lynch where he was a Financial Advisor, guiding clients to help them reach their retirement and other financial goals. Earlier, he was a financial advisor at Morgan Stanley. Mike earned the Certified Private Wealth Advisor® (CPWA®) designation, an advanced professional certification for advisors who serve affluent clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program involves a holistic and multidisciplinary approach.
Mike earned a Bachelor of Arts in journalism and political science at Butler University. Mike is a proud father and is active in local and regional community organizations. In his spare time, Mike enjoys reading, exercise, and baseball.
Mike believes in being nimble enough and having enough information to take tactical advantage of what the market offers in order to address specific needs and goals of each client.