Mike Diekmann joined TruPlan Financial Advisors with experience in retirement planning, financial services compliance and client-focused financial guidance. He began his career at Fidelity Investments as a Workplace Planning Consultant, helping individuals navigate their employer-sponsored retirement plans and make informed decisions about their financial futures. He later expanded his industry knowledge through his work in broker-dealer compliance at ACA Group.
As a financial services associate, Mike is committed to helping Truplan advisors and clients make confident financial decisions by understanding their unique goals and developing personalized strategies to help pursue them. He works closely with clients to evaluate their current financial position, identify opportunities, and create plans for saving, investing and preparing for the future. His approach is centered on building lasting relationships and providing thoughtful guidance through every stage of life. Mike holds his Series 7, Series 66 and Series 24 registrations. He graduated from the University of Rhode Island.
Before beginning his career in financial services, Mike spent several years as an oyster farmer in Southern Rhode Island, cultivating and selling oysters to restaurants throughout New England. The experience instilled a strong work ethic, appreciation for long-term planning and entrepreneurial mindset that continues to influence his approach to serving clients today.
*Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.