ABOUT OUR FIRM

Here’s our story. We look forward to hearing yours.

Meet Michael Budnick

Budnick Wealth Management
michael@budnickwm.com

Michael Budnick, “An Independent Fiduciary Adviser with Budnick Wealth Management, has specialized in retirement planning for over 20 years. His mission is to help his clients define how they want to live their retirement, and then help them realize those goals by creating a retirement strategy that is unique to them.

Previously, Michael served as regional vice president for Great West Retirement Plan Services, where he was responsible for high-level plan management for a program that included approximately $2.2 billion in assets across 55,000 plan participants. During his time with Great West, Michael was commended for being the highest producer in the United States.

In addition to helping people plan for retirement, Michael also focuses on preparing for the costs of college. As the founder of College Tuition Advisors, Michael works with students and parents to create a strategic plan for paying for college without jeopardizing their future. His goal is to ensure that every family can provide higher education for their children without endangering their finances or future retirement goals.

Michael holds life and health insurance licenses in Texas and California, and has passed the Series 65 securities exam. He also has been a College Financial Planner for over 8 years and a licensed real estate agent.

When he’s not in the office, Michael enjoys a wide range of hobbies, including hiking, camping, roller and ice skating, scuba diving, snow and water skiing, football, yoga, sailing, horseback riding, mountain biking, driving, learning foreign languages, singing, watching movies and travel. He has three wonderful dogs with his life partner and has a baby on the way, due in March.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at michael@budnickwm.com or call us at 512.814.7756 (Texas) or 818.441.8345 (California) today!

Have questions for Budnick Wealth Management?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free top contact us using the form below.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

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