Financial Planning, Financial Advisor, Life Insurance, Retirement Planning
Financial Planning, Financial Advisor, Life Insurance, Retirement Planning
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.
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.
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.
Copyright © 2025 Fortunium - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.