Michael McCord, CFA, CFP®, AIF®, CKA®
Founder and CEO, Wealth Advisor
My path into financial planning started in a classroom at the University of Missouri - St. Louis, where a professor reshaped the way I thought about the industry and pointed me toward investments and portfolio management. That early influence stuck. After earning my Finance degree, I went on to pursue credentials that reflect the standard I hold myself to in this work, and in 2010, after nearly two decades in the industry, I founded Pinnacle Wealth Management.
I've spent more than 29 years helping clients work toward their financial goals, and the firm I built is an extension of what I believe that work should look like: transparent, fiduciary-driven, and genuinely focused on the people we serve. I'm a member of the Financial Analyst Society of Tampa Bay and the Tampa Bay Society of CERTIFIED FINANCIAL PLANNERS™.
Outside the office, I live in the Tampa Bay area with my wife Jennifer, where we've been since 1989. We raised our two daughters, Samantha and Sarah, here, and when I'm not working with clients, I spend my time bike riding, hiking, and reading.
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Kingdom Advisor® (CKA®)
- FINRA Series 6, 7, 24, and 63 held through LPL Financial