Our Background        

Credentials
Mike Blawas is an independent, fee-only financial professional providing investment management services since 1993.  He is a chartered financial analyst (CFA) of the CFA Institute and a Certified Public Accountant (CPA) licensed in the state of North Carolina.  Mike is the former Treasurer and a Vice President of the North Carolina Society of Financial Analysts and a current member of the North Carolina Association of CPAs.  

Our Code of Ethics
This code sits at the heart of the Fiduciary approach we follow in providing services and recommendations to all clients.
Click here to read Wakefield Financial Planning's Code of Ethics

CFA Charter Setting The Global Standard For Investment Professionals
The CFA charter is the global standard for portfolio management and investment analysis competence and integrity.  The CFA is a leading voice on issues of fairness, efficiency, and investor protection in capital markets to promote high standards of ethics, integrity, and professional excellence within the investment community.
Click here to learn more about the CFA Institute 

CPA License
The CPA license (administered by the state of North Carolina) is a sign of someone you can rely on to provide trusted, objective and competent advice - someone who has built a reputation on those very qualities.
Click here to visit the NC State Board of CPAs

Staying Up To Date
Both the CFA Charter and CPA License require a significant number of continuing education hours each year. The investment and financial planning fields are constantly changing and continuing education ensures we stay up-to-date to meet your needs.

Call Mike Blawas at (919) 422-6090 or

Email  MikeBlawas@WakefieldFinancial.com

Wakefield Financial Planning, LLC

 

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