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Mike Giudici, CFP®, MBA
Mike Giudici, CFP®, MBA
Choreo, LLC Senior Director, Wealth Management
http://choreoadvisors.com 563-279-0714

As a wealth manager, Mike strives to simplify the complex world of money to help clients make better decisions and lead joyful lives. With a passion for learning and teaching, he works with each client to develop unique financial plans that serve as road maps for investment, balance sheet and cashflow decisions. Mike’s attention to detail helps ensure that all aspects of the financial plan are implemented and monitored on an ongoing basis. His specialties include wealth building, retirement planning, estate transfer, college education planning and tax planning.

Mike has more than 14 years of experience in advising business owners, high net worth individuals and their families on how to meet their financial goals. 

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

CFP®
Financial Planning Association, Eastern Iowa chapter
Quad Cities Area Estate Planning Council

EDUCATION

Bachelor of Arts; finance, economics and philosophy; Saint Ambrose University
Master of Business Administration, finance concentration, University of Iowa

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Do Your Investments Follow These Key Principles?

photo of ebook cover

These Tips May Help You Invest With Confidence

  • Learn how to approach investing confidently
  • Evaluate crucial market fluctuations
  • Practice focusing on what you can control

Learn the Timeless Principles Many Smart Investors Know

Put Your Money to Work

Put Your Money to Work

Determine your time horizon, be patient, and start early.

Different Types of Risk

Different Types of Risk

Market risk isn’t the only form of risk that should be on your radar.

Learn What Matters

Learn What Matters

When you invest and how long you stay invested can make all the difference.

"While the S&P 500 returned 9.85% for the 20-year period ending in 2015, the average investor fared worse, seeing a return of only 5.19%. Emotional decision-making was one of the factors that contributed to the difference in performance."

-From Timeless Principles of Investing

Invest Smart
Do Your Investments Reflect Your Goals?

Do Your Investments Reflect Your Goals?

Your finances are as unique as you are, and your investments should reflect that. These eight important principles are designed to help you maintain your investment course through it all. Are you taking them to heart?

Invest with confidence.

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