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Michael D. Oleszkowicz, CFP®, CPWA®, CRPC®


Mike has been with UBS for 16 years and has over 19 years of industry experience.  He is one of the 4 partners on the Norris Wealth Management Group in Birmingham, MI. In addition to being a Financial Advisor, he has served as a Wealth Management Retirement Consultant helping UBS Financial Advisors and clients across the country build retirement income and longevity plans and has been an industry speaker and author on various retirement planning topics. Mike believes that the most effective client relationships start with a comprehensive financial plan rather than a product, and that only through detailed discussions with each client about their individual needs, goals and constraints can a Financial Advisor provide appropriate solutions.

 

As a member of the Norris Wealth Management Group, he specializes in cash flow, retirement income and longevity planning.  Mike works closely with the team to build income and estate planning strategies to meet our clients’ goals, incorporating measures to ensure these goals are protected from unplanned events.

Mike holds a Master's in Business Administration and a bachelor's degree in Aviation. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

Mike is married to Heather and they have four grown children.