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2601 Weston Parkway | Suite 101 | Cary, NC 27513
919-629-0178
Tutor Financial Advisors, LLC.
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Tutor Financial Advisors, LLC.
couple planning for the investment

A Plan for Life

jacobted August 31, 2021 blog, Financial Planning, Uncategorized Leave a Comment

Finances – Does this topic keep you awake at night? Do you know what you have? Let’s get started on building a financial plan that gives you a realistic picture of your situation today and your dreams for tomorrow.

Tutor Financial Advisors, LLC.
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    About Tutor Financial

    Michael Lewis CFA, MBA founded Tutor Financial Advisors after a 30 plus year career in financial services as an experienced professional offering insights on investment products, strategies, and risk management.

    He served as a portfolio manager for a leading Canadian investment firm with C$1 billion in assets under management, managing multi-million-dollar budgets and developing customized risk management solutions.  He is a Board Member of the North Carolina Chapter of the American Red Cross, and, The Jewish Federation of Raleigh/Cary.

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    Disclosure

    Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

    Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

    We are licensed to sell securities products in CA, DE, FL, IL, NC, NJ, PA, NY, WV.

    We are licensed to sell insurance products in NC, NY, WV

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    A Member of
    Quest Financial Group

    Tutor Financial Advisors, LLC.
    2601 Weston Parkway | Suite 101,
    Cary, NC 27513
    919-629-0178
    michael@tutorfinancial.com

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    Contact Us

      About Tutor Financial

      Michael Lewis created Tutor Financial after a 30 plus year career in financial services as a Chartered Financial Analyst (CFA). He is an experienced professional, offering insights on investment products, strategies, and risk management.

      His major career achievements include serving as a portfolio manager for a leading Canadian Investment Firm with ~$1 Billion in assets under management, managing multi-million-dollar budgets, and developing customized risk management solutions. Learn More

      Disclosure

      Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

      Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

      We are licensed to sell securities products in DE, FL, NC, PA, NY, WV.

      We are licensed to sell insurance products in NC, NY, WV

      Finra BrokerCheck
      BrokerCheck
      A Member of
      Quest Financial Group

      Tutor Financial Advisors, LLC.
      2601 Weston Parkway | Suite 101,
      Cary, NC 27513
      919-629-0178
      michael@tutorfinancial.com

      • Home
      • About Us
      • Services
      • Blog
      • Calendar
      • Contact