Broker Check
Kevin Michels, CFP®, EA

Kevin Michels, CFP®, EA

Financial Planner / President

Education and Designations

  • Certified Financial Planner™
  • IRS Enrolled Agent
  • Bachelor of Science, Personal Financial Planning – Utah Valley University
  • Public Relations Committee, Financial Planning Association (FPA) – Utah Chapter
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Premier Advisor, Investopedia Advisor Insights

 

Financial Management Experience

Kevin got his start in the financial planning industry by going to work for one of the largest discount brokerage and mutual fund companies in the world, Fidelity Investments.  While at Fidelity, Kevin held his Series 7 and 63 Licenses which allowed him to work as a trader, completing stock, mutual fund, and options trades.  After being promoted to a department that assisted business owners in creating and maintaining company-sponsored retirement plans, Kevin found what he had a passion for, helping individuals and families prepare for a financially successful retirement.

In 2014, Kevin partnered with David Luke and they eventually formed Medicus Wealth Planning.  Having the opportunity to work with clients on a fee-only basis allows Kevin to give objective and sound financial planning advice that is never tainted by a hidden agenda.

Kevin graduated from Utah Valley University with a degree in Personal Financial Planning.  Utah Valley University’s Financial Planning Program has been recognized on numerous occasions as a top 10 Financial Planning Program in the country. 

Shortly after graduating with a degree in Personal Financial Planning, Kevin became a Certified Financial Planner™ (CFP®).  He is also an IRS Enrolled Agent (EA), which is the highest tax credential the IRS awards.

Kevin actively participates in the professional financial planning community by serving on the Public Relations committee of the Financial Planning Association, Utah Chapter.  He's also been quoted and published in a variety of news outlets including Yahoo! Finance, Nerd Wallet, KUTV Channel 2 News, MSN Money, NASDAQ, Investopedia, The Penny Hoarder, and Utah Business Magazine.

In the Media

KUTV Channel 2 News:  Utah investors "in the doldrums", financial planner advises sticking to strategy

Quoted by Yahoo! Finance:  Budgeting No Fun? Try Gamifying Your Financial Goals

Quoted by NerdWallet:  Budgeting No Fun? Try Gamifying Your Financial Goals

Quoted by MSN Money: How to Grow Your Net Worth to $1 Million

Published by Utah Business Magazine:  3 Tips for Small Business Owners to Improve Their Company 401(k) Plan

Published by Nasdaq:  Boost Retirement Savings by Working One More Year

Published by Nasdaq: Why Your Portfolio Underperforms the S&P 500

Published by Nasdaq: How Trump's Proposals Can Impact Your Taxes

Quoted by The Penny Hoarder: 9 Reasons Why We Procrastinate With Money

Quoted by Investopedia: Social Security for the Self-Employed & How It Works

Quoted by Investopedia:  Top 9 Benefits of a 403(b) Plan

Quoted by Investopedia:  Exceptions to the 60-Day Retirement Account Rollover Rule

Quoted by Investopedia: Yes, You Can Manage Your Own Retirement!

Quoted by Investopedia: IRA Taxes, Tips for Reducing What You'll Owe

Quoted by Investopedia: Suddenly Pushed into Retirement, How to Handle the Transition

Personal

Kevin lives in Riverton, Utah with his wife Lauren, and their two children.  Kevin spends much of his free time with his family outdoors, playing sports, and watching Jazz games.   Kevin and Lauren enjoy living close to both of their families and spending time with them.