Michael J. Nedreski, CRPC®
Independent Wealth Coach at White Oak Wealth Partners
As an Independent Wealth Coach Mike provides financial peace of mind to his clients and allows them to focus on aspects of their life they enjoy most. Mike has over 28+ years of experience in the financial services industry and is committed to serving his clients through holistic financial planning, disciplined investment strategies and proactive personal service. Mike and his team are continuously looking for innovative and proactive ways in which to serve their clients. They are focused on exceeding clients’ needs and upholding the highest standard of service
A native of Erie, Pennsylvania, Mike began his career in the financial services industry in 1988. He is a former student of the College for Financial Planning and currently holds FINRA Series 6, 26, 62, and 63 registrations with LPL Financial and the Series 65 registration with Gladstone Institutional Advisory, LLC. He is also licensed to offer life insurance and long-term care insurance. He has earned the designations of Chartered Retirement Planning Counselor (CRPC, conferred by the College for Financial Planning), and Life Underwriting Training Council Fellow (LUTCF). Mike is also an active member of the Financial Services Institute (FSI) and Financial Planning Association (FPA).
When not working, Mike enjoys time with his wife Amy and their seven children. He also volunteers time to his children’s schools as well as his church and community. An outdoors enthusiast, Mike loves hunting, fishing, golfing, and spending time near or on the water. He also enjoys working out, watching some of his favorite sports teams, The Pittsburgh Pirates and The Cleveland Browns, wine and good cigars.
White Oak Wealth Partners and LPL FInancial are separate entities.