Michael T. Koenig, CFP®

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Managing Partner / Chief Executive Officer (CEO)
Email Mike                                               Mike on Linked-In

 

Mr. Koenig is the founder of FirsTrust

and an advanced trust & estate planning specialist

Backstory:

Michael's formative years were most impacted by his dad; a father of three who spent 35 years ascending the executive ranks of a Fortune 500 corporation without ever missing a Little League baseball game, a violin recital, or church on Sunday.  

Young Life:

Mike graduated top-of-class from a military-staffed college prep school. He declined invitations to attend various military academies and chose instead to pursue a path into the business world.

He completed his undergraduate degree at the University of Maryland, where he could continue his AAU/USA Boxing competitions and serve in private duty law enforcement between college coursework and athletic travels.

Career in Finance:

Mr. Koenig was recruited immediately after college in 1987 by an international financial service corporation and fast-tracked into their three-year Management Training Program. By the time he completed the program, however, Mike had become disenchanted by all the conflicts of interest hiding behind the corporate curtain and how “financial planning” was being used as a product sales tool.

Mike resigned his position, became an independent financial advisor, and spent the next two years attending a Professional Master's Program at George Washington University where he learned what real financial planning looked like.

Over time, Mike developed a particular specialty in the highly-complex field of Trust & Estate planning, and every year since 1998 he has completed approx. 30 credit-hours through the Heckerling Institute at the University of Miami School of Law to satisfy his annual continuing education requirements.

His specialized expertise in this field has helped multiple generations of client families transfer their wealth, fulfill their philanthropic goals, avoid probate, minimize exorbitant gift & estate taxes, maintain their privacy, protect their assets, and provide ongoing management of their affairs if/when they can no longer do so.

Today, Mr. Koenig serves as the firm's Chief Executive Officer. He remains an outspoken advocate of fairness and transparency for consumers in the financial service industry and is proud to be surrounded by a highly-competent FinancialTeam of independent, Fee-Only experts whose client loyalties far exceed what the industry regulators require of a "fiduciary"; because that's what we would want if we were the clients

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"There's an unlimited supply of financial products and brokers who are eager to sell them."

"What people need is unbiased guidance in making appropriate financial decisions for their families."

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Education:

University of Maryland; Bachelor’s Degree in Psychology.

George Washington University: Professional Masters - Finance.

College for Financial Planning: Certified Financial Planner™ (CFP®) designation conferred.

University of Miami School of Law: Heckerling Institute; annual continuing education.

Industry Experience:

Financial Advisor / Management Trainee: Capital Holding Corporation

President: Congressional Financial Corporation, McLean VA

Director: American Benefits Corp., Maitland, FL

Founder/CEO: FirsTrust Advisory Council, Orlando, FL (FirsTrust)

Board of Directors: International Association for Financial Planning (IAFP)

Board of Directors: Institute of Certified Financial Planners (ICFP)

Practitioner Division of the IAFP

Registry of CFP Licensed Practitioners

Current Licenses and Affiliations:

Certified Financial Planner ™ (CFP®): CFP Board

Registered Investment Advisor Principal: U.S. Securities & Exchange Commission (SEC)

Registered Financial Advisor: National Association of Personal Financial Advisors (NAPFA)

American Bar Association: Associate (ABA)

Publications & Contributions:

The Washington Post, USA Today, Orlando Sentinel, Daytona Beach News Journal, Dow Jones Newswire, Journal of Financial Planning, At Home magazinethe Volusia County Medical Society quarterly journal, Seniors Today magazineMature Lifestyles magazine.

On a personal note:

Mike continues his activities with USA Boxing as a Supervising Official of referees and judges at U.S. Olympic-sanctioned boxing competitions.