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