Michael  Green, Jr., JD, CFP<sup>®</sup>, CFTA, CCPS-ELA, CAP

Michael Green, Jr., JD, CFP®, CFTA, CCPS-ELA, CAP

Wealth Manager
Office: Columbia, MD

Education & Certificates

B.A., The Catholic University of America
J.D., University of Notre Dame
CERTIFIED FINANCIAL PLANNER®
Certified Trust & Fiduciary Advisor
Chartered Advisor in Philanthropy
Certified College Funding Specialist & Education Loan Analyst

Professional Background

Before becoming a member of the CWA team, I provided comprehensive and personalized financial planning advice to clients at the Pinnacle Advisory Group for several years. Other prior experience includes time spent as a Bank Trust Officer and, later, as a Director of Planned Giving, where I engaged in the many facets of estate and philanthropic planning.