Michael H Gross CFP®, CEBS, QPFC, MSFS
Professional Experience
Mike Gross has over 25 years of professional experience helping families secure financial independence through financial planning, investment advice, and wealth management. Mike is Founder & President of MoneyLife Partners, Inc., an Investment Advisory & Planning firm based in Louisville KY. Mike received a Bachelor of Science degree from the University of Kentucky, majoring in Business and Family Resource Management with an emphasis in Personal Finances. He earned a Master’s degree in Financial Planning from The American College’s Irwin Graduate School. Mike is a Certified Financial Planner™ (CFP®), a Certified Employee Benefit Specialist (CEBS®), a Chartered Financial Consultant (ChFC®), a Chartered Advisor for Seniors (CASL®), and a Qualified Retirement Plan Financial Consultant (QPFC). Mike is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and International Society of Certified Employee Benefits Specialists (ISCEBS). Mike lives in Louisville with his wife, Sandy, and enjoys skiing, hiking, reading, writing, traveling, and racing in competitive triathlons.
Areas of Specialty
Mike has taught Financial and Retirement Planning classes to several of the region's largest employee groups.
His specialties include: Qualified and Non-Qualified Retirement Plans, Personal Wealth Management, Tax Planning, Risk Management & Insurance, Executive Compensation, Trusts and Estates, Retirement Income Planning, Employee Group Benefits, Philanthropy & Planned Giving, and Investment Portfolio Analysis.