Mike Sobieski is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Phoenix, Arizona.
Mike analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining the company, Mike established a fee-only advisory firm in the Phoenix area. Before that Mike contracted with the IBM Corporation as both a sales representative and sales manager.
Mike earned his BA from Northern Arizona University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Wealth Strategist® (CWS®).
Mike lives in Chandler, Arizona with his wife, Kristi, and their three children where he volunteers as a financial counselor at his local church and serves on several non-profit and education governing boards.
