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Our financial advice team


Michael K Pickles, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Michael K Pickles

CFP®, MBA

Financial Advisor

Chief Operating Officer of
Cornerstone Financial Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investment Management
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Social Security Retirement Benefits

Interests

  • Mike and his wife Sue have two young sons, Ryan and Brandon, and live in Gig Harbor
  • He enjoys coaching his sons' sports teams and introducing them to all the recreational activities the Pacific Northwest has to offer

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Arizona State University, Tempe, AZ, 1996
  • Master of Business Administration, Arizona State University, Tempe, AZ, 2006

Previous experience

  • Chief Operational Officer, Cornerstone Financial Strategies, 2012 - 2018

Community participation

  • Association of Washington Business (AWB) - Tax and Fiscal Policy Committee. AWB's mission is to be the catalytic leader and unifying voice for economic prosperity throughout Washington state.