AN EDUCATIONAL COURSE FOR ADULTS 50 TO 70

Mike Boosel, CFP®

Michael J. Boosel, CFP®
Managing Director
Senior Investment Consultant
Private Wealth Management

mboosel@rwbaird.com
Direct: 678-762-3015

 

Mike Boosel, CFP®

Managing Director, The Boosel Ringwala Group

 

A Wealth of Experience

Mike is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience in the financial services industry. A graduate of Miami University (Oxford, Ohio), Mike earned the designation of Senior Investment Consultant in 2007 by completing the Investment Consultant Program at the University of Chicago Graduate School of Business.

Mike is a member of Baird’s Chairman’s Club, which represents the top 5% of all financial advisors at Baird. Each year since 2018, Mike has been recognized by FORBES magazine as a Best-In-State Wealth Advisor in Georgia*. Mike specialization is in retirement income planning and comprehensive wealth management.

He has served on his firm’s Financial Advisor Advisory Council, and he regularly teaches adult education courses on retirement planning and personal finance in the north Atlanta area.

*Forbes Best-in-State Wealth Advisor Award issued annually Jan-April. Rankings based on data as of prior year.


Sulay Ringwala, CFP®, CDFA®

Sulay Ringwala, CFP®, CDFA®
Financial Advisor
Private Wealth Management

sringwala@rwbaird.com
Direct: 678-762-3017

Sulay Ringwala, CFP®, CDFA®

Financial Advisor, The Boosel Ringwala Group

 

A Wealth of Experience

Sulay is a CERTIFIED FINANCIAL PLANNER™ professional at Baird, having joined the firm in 2014. A graduate of the University of Wisconsin – Madison, Sulay has additionally completed his Certified Divorce Financial Analyst (CDFA) designation.

Sulay is a name partner at the Boosel Ringwala Group at Baird, where his primary focus is financial planning and building customized portfolios that work in conjunction with his clients short term and long-term goals.

Sulay has an affinity for education and is a lifelong student and educator. He has been teaching adult education courses on retirement planning and personal finance for over 7 years.


Boosel Ringwala Group

North Point Center East,
Suite 500
Alpharetta, GA 30022
Phone: 678-762-3055
www.tbrgbaird.com

For more information on our practice, please visit: www.tbrgbaird.com

Why Baird?

Mike and Sulay are proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for over 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.

Disclaimer

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.