Broker Check



Michael Whittaker

Michael Whittaker

Financial Representative

michael.whittaker@cfsllc.com

Mobile: 203.443.3840

Office: 860.677.2600 Ext. 614


   

Michael Whittaker has been in the financial services industry since 2016, beginning his journey as a financial services intern during his college years. He believes those years interning as a financial representative was “ideal for setting the foundation for his work, putting together comprehensive financial strategies, being a representative assisting individuals and their families.

Attention to detail, active listening skills and great empathy are words of appreciation by Michael’s clients. Michael currently holds licenses for life, health, disability, and long-term care to add to his repertoire of skills when implementing financial strategies. He is effectively supported by a team of administrative, group/individual benefits, and investment product specialists whose teamwork and professionalism help him build long-term relationships with his growing client base which ranges among all 50 states. The relationships he builds are reinforced by compassion he has for the individuals he meets. His practice has evolved intensively working with attorneys, medical professionals, and business owners.

Michael attended Delaware State University and Central Connecticut University to obtain his Bachelor of Psychology. While there, he was involved with Men’s Counsel (DSU), Men Enough Support Initiative (CCSU), a Certified Mentor for the State of Delaware, President of his residential hall, and Co-chairperson for the 2013 Men’s Health Initiative Conference. For the last six years, he has coached high school track and field, which in 2017 brought his team to win the CIAC Class L state championship. In Michael’s free time, he loves reading motivational and personal development books, enjoys road trips, and watching his favorite anime.



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Financial Representative of Guardian