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Mike Gasperi, FLMI*†Financial Planning Consultant

Experience

Mike Gasperi is a partner and  financial planning consultant at HK Financial Services (HKFS). In collaboration with a client’s CPA, Mike provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Mike also serves on the HKFS investment committee. He is a registered representative with ProEquities, Inc. He is also a licensed accident, health, life
and variable insurance agent.

Credentials

Series 6, 7 and 63 securities licenses
Fellow, Life Management Institute (FLMI®)

Education

B.A. in marketing, University of Northern Iowa, Cedar Falls, Iowa
Master of Business Administration, Drake University, Des Moines, Iowa

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