1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
- With CAPTRUST Since 2020
- 219.926.1182
-
3100 Village Pt #200
Chesterton, IN 46304
Michael DeLeon, AIF®, C(k)P®, CWS®
Financial Advisor,
Relationship Manager
- Portage, IN
- Where the Wild Things Roam | Dead Poets Society
- My wife, and two daughters.
- May the Force be with You.
- Drive, honesty, and sincerity
Financial Advisors
Michael DeLeon is an institutional retirement plan advisor based in Chesterton, IN.
In 2020, Michael joined CAPTRUST as a financial advisor and relationship manager responsible for providing investment and fiduciary advisory services to retirement plan sponsors of defined benefit, defined contribution, and nonqualified retirement plans.
Prior to joining CAPTRUST, Michael served as a retirement plan consultant for Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning, since 2010.
Michael is a devoted family man. When he is not in the office, he enjoys coaching youth soccer, being an avid music lover, and honoring his poker skills.
Education
- Bachelor of Science degree in business with a focus on finance from Indiana University Northwest
Industry Designations
- Accredited Investment Fiduciary (AIF®)
- Certified 401(k) Professional (C(k)P®)
- Certified Wealth Strategist® (CWS®)
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST Chesterton)
News & Resources
Resources
Wealth Management
1 month ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Retirement Plans
2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
