Orizon Wealth Management
Mike Kunzler
Wealth Management Advisor|MAcc, CFP®, ChFC®, RICP®, CASL®
801-805-2359 801-805-2359
Personal
I am originally from Rupert, Idaho. My wife Jenefer and I reside in Provo, UT with our 5 children. We enjoy being in the outdoors as well as participating in camping, skiing, hiking, running, and cycling. A few accomplishments are climbing Mt. Kilimanjaro, Mt. Rainier, and Mt Hood. Our family strives to be heavily involved in the community as a volunteer with our local church, and other organizations.
Professional
I began my career in 1997 with a desire to help people design their financial plans strategically around enabling others to achieve their desired outcomes. Throughout this process I have built a team of professionals to assist in maintaining client's wealth.
During this time, I have earned a Master's Degree in Accounting, the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Professional certification, Chartered Advisor for Senior Living (CASL®) designation, Retirement Income Certified Professional (RICP®). I am also a board member of the National Association of Insurance and Financial Advisors (NAIFA).
My team and I find great satisfaction in developing enduring relationships and providing expert guidance for a lifetime of financial security through the customization of comprehensive individual plans focused on individual goals, beliefs, and values. These plans are funded with world-class insurance products as well as internationally recognized investment services. Our team has been recognized to have the unique ability to simplify complex issues using a combined 51 years of industry experience to find a solution tailored to the individual.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Wealth Management
Retirement Planning & Income Strategies
Business Planning & Succession
Charitable Planning
Multigenerational Planning
Estate Planning
Insurance Protection Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
