Mike
Streeto
CFP®
Here to act in your best interests
About me
I love helping my clients get answers to their everyday financial questions. My prior experience in multi-asset portfolio management, securities trading and risk management helps to inspire them – in the same way I was inspired by Dave Freese’s walk-off home run in Game Six of the 2011 World Series. I’m a Cardinals fan!
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Master of Business Administration, Finance & Accounting - University of Chicago
Master of Arts, International Affairs - Columbia University
Bachelor of Arts, Russian - Dartmouth College
Visit one of our Locations
St. Louis II - Fairview Heights IL
16 Executive Drive
Suite 250
Fairview Heights, IL 62208
St. Louis III - St. Louis
12250 Weber Hill Road
Suite 215
St. Louis, MO 63127
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
