Mike Gibbons founded Gibbons Financial Group after 22 years of experience both on the retail and wholesale side. As an RICP® designated professional, Mike spends a good deal of his day working with pre-retirees. Mike’s designation has a focus and concentration on asset management, social security and pension planning, as well as retirement income preparation. Under the RIA, Mike helps manage approximately $188 million in assets under management and works with clients that meet a minimum investment criterion.
Mike has degrees in both Business and Psychology from Lake Forest College and currently holds his Retirement Income Certified Professional (RICP®) designation from the American College which focuses on pre-retiree, social security and decumulation planning events. Mike was named a Five Star Wealth Manager for 2015*, an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.**
From 2004-2008 Mike served on the Village of Gurnee Police Pension Board as a Community Volunteer. This opportunity offered Mike the chance to work with local police officers and village trustees as well as the Mayor. His input would be solicited when it came time to make changes to the existing pension fund.
Mike currently serves on the St. Patrick’s Parish Financial Board. The board’s primary function is to balance the inflows and outflows between the Parish and St. Patrick’s School. As board members Mike is called upon to review all the data as well as to make recommendations to the Board President on how to reduce expenditures while enhancing Church and School revenues.
*As reported by Financial Planning Magazine, June 1996-2015, based on total revenue.
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.