Michael T. Koenig, CFP®

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

Education:

University of Maryland; Bachelor’s Degree in Psychology.

George Washington University: Professional Masters program - Finance.

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

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

Florida State College of Law: Juris Master of Law (currently enrolled)

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.

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, but he declined invitations to various military academies and chose to attend 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 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.

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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.

In 1994, Mike created the FirsTrust Advisory Council; an association of independent, fee-paid professionals in Orlando Florida who operated their own businesses under a common, consumer-first code of ethics and a strict prohibition against any third party influences that could impact their client loyalties. In 1998, this entity became FirsTrust.

As FirsTrust grew, Mike developed a particular specialty in the highly-complex field of Trust & Estate planning. Every year since 1998 he completes approx. 15 credit-hours through the Heckerling Institute at the University of Miami School of Law to remain fluent with cutting edge techniques that can help his clients transfer wealth, avoid probate, minimize estate taxes, and protect their assets.

Today, Mr. Koenig remains an outspoken advocate of fairness and transparency for consumers in the financial service industry. He 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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"FIRST, find someone you can TRUST"

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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.