Financial Planning, Financial Advisor, Life Insurance, Retirement Planning

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About Michael Jimenez, CLF®, CRPC®

Michael Jimenez has enjoyed a 19 year career in financial services, focusing on retirement  strategies, life insurance, disability insurance and business solutions. Many of his clients work  for large corporations, such as Koch Industries/Flint Hills Resources, AT&T and Valero. He is also  well versed in Texas Teachers Retirement System.  


Several top financial firms have honored Michael for his production and leadership. Most  recently, in 2019, Michael won the President’s Award as Lincoln Financial Group’s Sales  Manager of the Year.  Michael is Series 7, 6, 63 and 65 licensed. He earned the Charted Leadership Fellow (CLF)  designation from The American College of Financial Planning and the Chartered Retirement  Planning Counselor (CRPC) designation from the College for Financial Planning.  


Outside of financial advising, Michael hosts a weekday podcast called “Area 210” – which airs  on YouTube. The show centers around sports, pop culture and nostalgia. Michael spent 8 years  in television broadcasting as a television news producer and reporter in San Antonio and  Corpus Christi, TX. He also hosted a sports talk show on San Antonio’s ESPN affiliate for 3 years.  


Michael holds a Bachelor of Arts in Political Science from the University of Texas – San Antonio.  Michael is very proud of his two daughters. His eldest, Gabrielle, graduated Cumma Sum Laude  from Louisiana State University. His youngest daughter, Ava, is a middle school Honor Roll  student.  In his free time, Michael enjoys playing sports such as tennis and running the occasional half  marathon. 

 

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 Securities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. 


 Osaic Wealth, Inc and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. 


This communication is strictly intended for individuals residing in the states of FL, LA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

financial planner, financial advisor, life insurance

 

Osaic Form CRS


Check the background of your financial professional on FINRA's BrokerCheck.


 Securities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. 


 Osaic Wealth, Inc and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. 

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