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Micah Bielski

Planning Specialist
Micah Bielski

Micah joined CJM in May 2018. As a planning specialist, he works closely with clients to create a custom, personalized plan that fits each client’s unique financial goals. He also oversees CJM compliance tasks to ensure that our company is conducting business in full compliance with all industry regulations.

THE HUMAN SIDE:

Q: Do you have any Awards, Honors or Credentials?
A: I currently hold my Series 7, 31, 63, 65, as well as life and health insurance licenses. I also received my bachelor’s degree in Business Management from the University at Buffalo.

Q: Have you always worked in the financial industry?
A: Yes – I started my career in the financial industry 14 years ago at Morgan Stanley, and also worked as a Financial Advisor for Merrill Lynch.

Q: What about your role at CJM do you enjoy the most?
A: I enjoy interacting with our clients and working with them on a very personal level to develop financial plans that are tailored to their unique goals.

Q: What are some of your hobbies?
A: Golfing, Camping, and spending time with my wife and two children, Alexandra and Dylan.

Q: What would you do if you won the lottery?
A: I would probably retire and move to the country.

Q: What’s your favorite quote?
A: “There is nothing impossible to him who will try.” – Alexander the Great