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Michael Bean, CFA, CPA, CFP®

Advisor

Michael Bean, CFA, CPA, CFP®

Advisor

Contact Information

Kansas City, MO michael.bean@rubinbrown.com 816.859.7903

Michael Bean is an Investment Advisor with RubinBrown Advisors. He manages the investment portfolios of high-net-worth individuals and provides comprehensive financial planning services. Michael’s comprehensive approach covers wealth management issues in the areas of tax, estate planning, investment management, corporate stock option planning, insurance, and charitable planning. Michael works closely with his clients to understand their individual needs and provide a plan to achieve their goals.

Michael also has extensive experience in mergers and acquisitions, having worked in RubinBrown’s Transaction Services Group earlier in his career and the acquisitions department of a Fortune 1000 company.

Education

Masters in Accountancy, University of Missouri, Kansas City B.S., Finance, University of Nebraska

Experience

Mergers and acquisitions Portfolio management Public & private business valuations Retirement planning Tax planning for individuals

Professional Organizations

Greater Kansas City Chamber of Commerce Centurions Leadership Program, Class of 2020 Member, CFA Institute Member, CFA Society of Kansas City Member, Financial Planning Association of Greater Kansas City Member, Missouri Society of Certified Public Accountants
1-800-678-3134 Integrated Planning for Life
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