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Financial Advisor

MICHAEL.CHIBIDAKIS@RAYMONDJAMES.COM

 

Michael J. Chibidakis, CFP® joined Raymond James Financial Services and McNeely Financial Strategies in October of 2013 as a Financial Advisor and offers discretion on accounts with the Raymond James Ambassador platform.  Michael brings an extensive financial background form Oppenheimer, Chase Investments and Morgan Stanley Smith Barney.

He has been with working with individuals and small businesses for the past 17 years, concentrating on the financial planning process to help his clients meet their specific family and business financial goals. The financial planning process is the cornerstone of Michael’s successful business practice. “Having discretion on accounts with the Raymond James Ambassador platform and a detailed sell discipline helps my clients remain confident knowing that someone has an active interest in their investment success.”

Michael holds the CERTIFIED FINANCIAL PLANNER designation by the Certified Financial Planner Board of Standards, Inc.

Michael serves on the Board of Directors for two youth organizations; Granada Hills Youth Recreation Center as President and North Valley Youth Baseball as Shetland Director. He helped negotiate a 45-year lease extension with the City of Los Angeles to keep youth sports in Granada Hills for generations to come. Michael served on the Board of Directors for the Sherman Oaks Chamber of Commerce as Treasurer, Vice-President and President (2006) and is now the treasurer of the Granada Hills North Neighborhood Council.

Prior to joining Smith Barney, Michael worked 13 years in the Office Equipment Industry in both Sales and Management.

He is married to Susan who is an Attorney in Encino, CA. They have two children, Ryan (16) and Maggie (13). Originally from San Francisco, he and his family have made Granada Hills, CA, their home since 1995.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.