Michael Lecours, CFP®

Co-Founder
fpPathfinder

Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for various financial services firms. Now, he leverages his background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience. He has been featured in the Journal of Financial Planning and on Kitces.com.

Disclosure information not submitted.

Presentation(s):

• Documents Clients Need to Keep on File: Untangling the What, Why, and Where of Document Retention

  Tuesday, December 13, 2022
  3:30 PM – 4:30 PM PDT