Mike Merrill, CFP ®, CHFC ®, CLU ®, is a senior partner, financial professional, and one of the original founding members of Finity Group, LLC®. He holds a bachelor's degree in business administration through American Intercontinental University, which he achieved while on active duty with the United States Navy. Since 2010, Mike has been recognized every year by Medical Economics Magazine as one of the Top Financial Advisors for Doctors in the country. He also co-authored Real Life Financial Planning for the Medical Professional. Mike holds FINRA Series 6, 7, 63, 65, 24, and life/health insurance licenses. Outside of work, Mike enjoys spending time with his wife, two daughters, and son.
Amy Webber and Mike Merrill
Finity Group, LLC® has locations in Denver, Portland, Sacramento, and Seattle. Their services focus on helping clients with financial planning, investing, retirement planning, insurance planning, debt management, and physician contract review. https://thefinitygroup.com/
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Featured Insights & Events
The Pillars of True Independence
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Celebrating 40 Years Together – Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.