Mike Minter, CFP®, CFS®
When Mike was a teen his parents opened up a mutual fund account for him, and he was instantly fascinated by the world of investing. Now, with more than 17 years of experience in the industry, he continues to bring that same enthusiasm and thirst for knowledge each and every day at Financial Synergies.
Today Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. He enjoys working with our clients because it requires a deep level of trust, which is something he believes makes the wealth management business unique.
Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA). He earned a Bachelor of Science degree from Texas State University in 2000.
Mike became a shareholder of Financial Synergies in 2013.
Mike lives in Sugar Land with his wife, Maggie, and their two children, Maddox and Maizy. He enjoys country music, playing golf, and lounging by the pool with friends and family. He’s also a science-fiction and history buff.