Michael D. Ebert, JD MBA, CFP®, CLU®, RICP®
Mike Ebert is a Director with Calle Financial Network, LLC. He graduated from Syracuse University with degrees in Finance and Economics and then earned his law degree and an MBA from Villanova. He began his career as a Finance Attorney, practicing at prominent law firms in NYC and Philadelphia. Mike's strong interest in economics, investing and personal finance eventually led him to transition from a career as a transactional attorney to a career in wealth management and financial planning. As an adviser, Mike is valued by his clients for his broad foundation of knowledge, unique expertise, and his ability to present them with intelligent solutions.
Mike often works with professionals, executives, business owners, and entrepreneurs. He enjoys being the trusted expert to highly accomplished clients whose professional responsibilities and personal priorities leave them with inadequate time to properly manage their increasingly complex financial profiles. Mike appreciates the influences of behavioral finance and counsels clients to make smart decisions that focus on the long game while avoiding costly decisions driven by emotional reactions to irrelevant noise.
Mike lives in Washington Crossing with his wife, Chrissy, and he cherishes being a dad to his son and twin daughters. Mike likes being outdoors, cooking and traveling. He also enjoys working with his hands and he will often spend his weekends engaged in (overly ambitious) home improvement projects.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: DE, NJ, NY, PA, WA, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.