2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
- 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®)
News & Resources
Resources
Wealth Management
2 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
In the Community
2 months ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Announcements
3 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
